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Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office… - Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and…
↳ - Drive architectural decisions (data models, service boundaries, system tradeoffs) and communicate them clearly to… ↳ SENIOR ENGINEER EXPECTATIONS As a Senior Engineer on the Technical Staff team, you will own the design and delivery of…
↳ - Own the end-to-end development lifecycle on your work: scope it, build it, ship it to production, and iterate based… ↳ - Build and ship product features and platform improvements across our stack, from advisor-facing interfaces to the…
↳ Customer & Lifecycle Marketing (B2B2C): - Build advisor onboarding and adoption marketing programs that drive deep… ↳ Cross-functional: - Partner with Product, Sales, and Client Success to develop sales enablement resources (pitch decks,…
↳ - Drive architectural decisions: data models, service boundaries, system tradeoffs, and communicate them clearly to… ↳ - Track record of leading projects end-to-end with measurable business impact; you've taken ambiguous problems from 0…
↳ - Own the GTM strategy and planning layer across all revenue facing teams (Marketing, Sales, Post Sales): revenue…
↳ - Own best-in-class execution of all client tasks, requests and inquiries in a timely manner. ↳ - Ensure Savvy is adhering to all required compliance policies and procedures.
↳ Run experiments across positioning, pricing, onboarding, enablement, and sales motions leveraging AI to accelerate…
↳ Legal Support - Assist in drafting, reviewing, and managing contracts, agreements, and legal documents - Maintain…
↳ Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with… ↳ Collaborate with Finance on compensation calculations and attainment tracking - Own Salesforce configuration and…
↳ - Build a highly engaged and motivated team culture that fosters the success and development of each team member. ↳ - Own recruitment, training, and management for a team of high performing Strategic Growth Associates.
↳ - Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding… ↳ Act as a day-to-day contact for advisors during the transition process. - Balance several onboarding and activation…
↳ - Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting -…
Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office… Responsibilities: - Translate advisor goals and often loosely defined requests into clear, actionable marketing plans…
↳ - Oversee critical daily accounting operations, including Accounts Payable, Accounts Receivable and expense management. ↳ - Collaborate closely with FP&A, People and Legal teams to ensure data integrity and support department-level budgeting…
↳ Responsibilities: Design complex end-to-end experiences - Partner with Product Management and own major initiatives… ↳ Research and discovery - Conduct user research with financial advisors and internal stakeholders using appropriate…
↳ - Own the financial infrastructure roadmap: Account opening, transfers, trading, money movement, statements, regulatory…
↳ - Conduct proactive outbound prospecting to identify and engage potential financial advisors - Research and analyze…
Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office… We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on…
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