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Savvy Wealth jobs

Browse current Savvy Wealth openings that JobDrop found directly from the company's careers source.

Senior Software Engineer (Remote LATAM)

Savvy Wealth · Latin America, Country not listed; Brazil; Mexico · Posted 2026-10-29 · 5-10 years

# 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 fragmen

TypeScriptReactNext.jsGraphQLRailsSQL

Product Lead

Savvy Wealth · NYC Office, US · Posted 2026-10-21 · 5+ years

# 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 fragmen

Productsavvyadvisorsfinancialmanagementwealthofficeclaude

Product Marketing Lead, New AI Verticals

Savvy Wealth · NYC Office, US · Posted 2026-10-19 · 7+ years

# 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 fragmen

ProductMarketingVerticalssavvyfinancialwealthmanagementadvisors

Senior Manager, Finance Systems & Data

Savvy Wealth · NYC Office, US · Posted 2026-10-19

# 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 fragmen

PythonSQLExcel

Director, Strategic Growth

Savvy Wealth · Remote, US · First seen 2026-10-18 · 5+ years

# 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 fragmen

DirectorStrategicGrowthsavvysalesfinancialmanagementadvisors

Senior Talent Partner

Savvy Wealth · NYC Office, US · Posted 2026-10-18

# 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 fragmen

TalentPartnersavvyhiringfinancialsomeoneadvisorsthey

Sr. Deployment Strategist

Savvy Wealth · NYC Office, US · Posted 2026-10-14 · 5+ years

# 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 fragmen

SrDeploymentStrategistsavvyadvisorsfinancialclientonboarding

Advisory Operations Manager

Savvy Wealth · NYC Office, US · Posted 2026-10-12

# 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 fragmen

AdvisoryOperationssavvywealthmanagementfinancialoperationaladvisors

Director, Revenue Accounting

Savvy Wealth · NYC Office, US · Posted 2026-10-09 · 8+ years

# 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 fragmen

DirectorRevenueAccountingfinancialsavvywealthmanagementadvisors

Strategy & Operations Manager - AI

Savvy Wealth · NYC Office, US · Posted 2026-10-09 · 2-4 years

# 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 fragmen

StrategyOperationssavvyfinancialmanagementservicesplanningadvisors

Strategic Growth Partner (NYC)

Savvy Wealth · NYC Office, US · Posted 2026-10-08 · 1-2 years

# 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 fragmen

StrategicGrowthPartnerNYCadvisorsfinancialsavvywealth

Senior Developer Experience Engineer

Savvy Wealth · NYC Office, US · Posted 2026-09-18

# 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 fragmen

DeveloperEngineersavvyagentsfinancialengineerscodingcode

Senior Agent Harness Engineer

Savvy Wealth · NYC Office, US · Posted 2026-09-18

# 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 fragmen

AgentHarnessEngineersavvyagentsfinancialengineersdeveloper

Revenue Enablement Lead

Savvy Wealth · NYC Office, US · Posted 2026-09-09 · 5+ years

# 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 fragmen

RevenueEnablementsavvyprogramsfinancialtraininglearningoperations

Strategic Growth Manager (Account Executive)

Savvy Wealth · Remote, US · Posted 2026-09-01 · 5+ years

# 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 fragmen

Salesforce

Senior Strategy & Operations Manager - Brokerage

Savvy Wealth · NYC Office, US · Posted 2026-08-28 · 8+ years

# 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 fragmen

StrategyOperationsBrokeragesavvytradingexecutionfinancialtrade

Senior Client Associate (West Coast)

Savvy Wealth · Remote, US · Posted 2026-08-17 · 2+ years

# 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 fragmen

ClientWestCoastsavvyadvisorsfinancialwealthadvisor

Product Manager

Savvy Wealth · NYC Office, US · Posted 2026-08-11 · 3+ years

# 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 fragmen

Productsavvyfinancialadvisorsmanagementofficemarketproducts

Senior Product Manager

Savvy Wealth · NYC Office, US · Posted 2026-08-11 · 5+ years

# 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 fragmen

Productsavvyfinancialmanagementadvisorswealthofficetech

Principal Wealth Advisor

Savvy Wealth · Remote, US · Posted 2026-07-27 · 7+ years

# 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 fragmen

WealthAdvisorsavvyfinancialadvisorsmanagementplansinvestment

Senior Client Associate

Savvy Wealth · Remote, US · Posted 2026-07-27 · 2+ years

# 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 fragmen

Clientsavvyadvisorsfinancialadvisorinvestmentofficewealth

Senior Strategic Growth Partner

Savvy Wealth · Remote, US · Posted 2026-07-27 · 3+ years

# 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 fragmen

StrategicGrowthPartneradvisorsfinancialsavvywealthoffice

Portfolio and Trading Associate

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 2+ years

# 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 fragmen

PortfolioTradingsavvymanagementinvestmentadvisorswealthfinancial

Client Marketing Associate

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 2-5 years

# 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 fragmen

ClientMarketingsavvyadvisorscampaignsfinancialexecutionadvisor

Senior Revenue Operations Manager

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 5+ years

# 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 fragmen

Salesforce

Head of Client Marketing

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 7+ years

# 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 fragmen

HeadClientMarketingadvisorssavvyadvisorpaidfinancial

Senior Engineer - Technical Staff

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 5+ years

# 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 fragmen

ReactNext.jsGraphQLRailsPostgreSQL

Strategy & Operations Manager - Brokerage

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 3-5 years

# 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 fragmen

StrategyOperationsBrokeragesavvyfinancialadvisorsinvestmentclient