product
Posted Mar 11Senior Product Manager
at Savvy
Remote
Responsibilities
- - Own the financial infrastructure roadmap: Account opening, transfers, trading, money movement, statements, regulatory reporting — the full set of brokerage primitives across client, advisor, and operational surfaces.
Requirements
- 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.
- experience for advisors (Robinhood/Betterment-grade UX with institutional-grade clearing) on top of infrastructure that was designed for a different era.
- You'll partner with the leadership team, finance, growth and operations to shape the business, not just the UI - Cross-functional execution: Close partnership with engineering, design, ops, legal, and external partners to ship on regulated timelines.
- Must have: - 5+ years of product management experience. - 2+ years of
- experience at a high growth tech startup. -
- Experience working at B2B fintech, technology-driven financial services, and/or wealth management technology companies. -
- Experience working with engineers and designers in developing B2B software products. - Led at least one successful product/business line at a high growth tech startup. - Strong business, design, and technical sense. Nice to have: -
- Experience working at technology-enabled services companies. -
- Experience working with broker-dealers and/or registered investment advisers and their respective compliance rules. - BS or MS in computer science, engineering, or other technical degree. - Previously a founder of a technology company or thinking about becoming a founder in the future.
Benefits
- We’ve surpassed $5.1 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.
- This role owns products for the financial infrastructure that makes this vision possible and unlocks the next chapter for growth.
- 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)
Additional details
- ABOUT SAVVY WEALTH: 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.
- experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
- We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
- 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.
- Come help us scale! The Role: The Senior Product Manager role is a high-impact role, you will operate in a very dynamic environment where you’ll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them.
- We're going deeper, integrating directly with clearing firms in a way that fundamentally changes our business model and expands what is possible for advisors and their clients.
- This product area is transformative, impacting how we make money, what we control, and how we create and demonstrate value for advisors and clients.
- You'll be the product owner at the table when we're negotiating API contracts with a legacy clearing firm, designing the workflows that move a client account from one custodian to another, and figuring out which pieces of regulated brokerage operations should be productized vs. handled by humans.
- Every decision is a business model decision: which trades route through our BD, which fees we capture and which workflows we own end-to-end vs. delegate to partners.