About Savvy:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role:
Savvy is seeking a dynamic and entrepreneurial General Manager (GM) for all New Products that Savvy is looking to expand into. You will report directly to the CEO and be responsible for launching and scaling new business lines and products within our core wealth management business or adjacent surface areas. As a GM, you will own the end-to-end strategy and execution of new initiatives, independently managing all aspects of the launch process from ideation to execution. The ideal candidate thrives in high-ambiguity environments, has a scrappy and analytical mindset, and is eager to take on a General Manager-type role.
Responsibilities:
Lead the ideation, planning, and execution of new business lines and strategic initiatives.
Independently drive the full launch process of new initiatives, including strategy, operational setup, and execution.
Develop and validate business cases, including market research, competitive analysis, and financial modeling.
Collaborate cross-functionally with Product, Operations, Growth, Compliance and other teams to ensure alignment and success of initiatives.
Define and track key success metrics to measure the impact and performance of new initiatives.
Act as a generalist to fill gaps and ensure the success of initiatives, whether that involves operational setup, user acquisition strategies, or product feedback loops.
Present findings, strategies, and progress updates to senior leadership and relevant stakeholders.
Stay abreast of industry trends and identify potential opportunities for innovation and growth.
Must have:
5+ years of work experience in technology, financial services and/or fintech, with a demonstrated ability to launch and scale new initiatives.
Proven ability to operate autonomously and make decisions in ambiguous environments.
Strong analytical skills with experience in market research, financial modeling, and data-driven decision-making.
Excellent project management skills and a track record of successful cross-functional collaboration.
A scrappy and entrepreneurial mindset with a bias for action and problem-solving.
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves and have an incredible ownership mentality.
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously.
Nice to have:
Former founder of a tech startup.
Prior work experience in the wealth management industry – Investment Advisory and/or Broker-Dealer settings.
Prior work experience serving as the General Manager of new initiatives / business lines.
Qualities:
Problem solving: Strong problem-solving and analytical skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward.
Communication: Incredible communications and collaboration skills to work effectively across cross-functional teams. Phenomenal presentation and storytelling skills that can distill a firehose of information into a cohesive and inspirational story.
Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.
Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.
Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels.
Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)