About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!

The Role:

A family office does more than manage money. It runs a family's taxes, their estate, their trusts, their insurance, their giving — the whole financial life, under one roof. That breadth is what the wealthiest families pay for. It's also what Savvy advisors do to service existing clients and to push further upmarket and hold clients across generations.

Savvy won't build all of that alone. These services get delivered through a mix of what we build, what we buy, and who we partner with. This role owns the mix.

You'll work out which services advisors and clients actually need, which external partners can deliver them, and where Savvy should build first-party instead. Tax and estate are where you start — the most-requested and least-solved today. The mandate is broader: the full set of services, and the partner ecosystem behind them, that lets a Savvy advisor serve a family the way a multi-family office would.

How you attack each service is open: AI-led, partner-led, or built in-house. You own the experience and the partner strategy; the data and engine live in our platform, so you stay focused on what advisors and clients actually touch.

This is a founder-shaped mandate. You're standing up a new layer of the platform from scratch and owning its outcome the model for how Savvy delivers every service beyond the portfolio.

Responsibilities:

• Own the family office strategy: decide which services beyond core investment management a Savvy advisor needs to deliver - tax, estate, trust, insurance, lending, giving - and in what order we go after them. You set the roadmap for the family-office layer.

• Own the partner ecosystem: find, evaluate, and manage the external partners who deliver these services. You're the product DRI on partner calls — reading the contracts, scoping integrations, pushing their roadmaps, and deciding first-party vs. third-party vs. white-label, service by service.

• Make the build-vs-buy-vs-partner call: every service is a different decision, and each one is a business-model decision — which we build, which we route to a partner and own

• the experience around, which we white-label. You make the call and own the consequence.

• Turn services into product: today these run on humans and manual handoffs. Productize what should scale, keep the human where it earns its place, and make it feel like one Savvy experience even when three partners sit behind it.

• Make it AI-native: tax-transcript capture that front-runs the first client meeting, document workflows that draft themselves, estate structures that visualize automatically. Agents do the work; advisors review and send.

• Build the business case, not just the roadmap: adoption, attach, pricing, partner economics, and how the family-office layer pulls through to advisor growth and retention.

• Cross-functional execution: engineering, design, advisor success, compliance, and external partners. You unblock, you decide, you drive on regulated timelines.

• Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.

• Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.

Must have:

• 5+ years of product management, including time at a high-growth tech startup.

• Built or owned products that lean on external partners — you've negotiated scope, integrated third parties, and owned the experience around someone else's service

• Owned a product or business line end-to-end, including the business case (adoption, pricing, partner economics, P&L thinking), not just the feature set

• Shipped AI-powered products — actually owned the roadmap for an AI feature or product, not just used AI in your workflow

• Strong business, design, and technical sense

Nice to have:

• Domain depth in tax, estate planning, trusts and wealth transfer, insurance, lending, or other family-office services.

• Stood up a new product line or services business from zero.

• Experience with RIAs and/or broker-dealers and their compliance rules.

• Previously a founder, or thinking about becoming one.

• BS/MS in computer science, engineering, or a related technical field

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• 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)