About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.

We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!

The Role

In this crucial role, you will work closely with the product team to shape the future of wealth management. You will be responsible for delivering thoughtfully crafted experiences for financial advisors and their clients, managing and mentoring a team of two product designers, and contributing to the product leadership team to help define the roadmap.

The ideal candidate is a proactive, people-oriented designer who thrives in a fast-paced startup environment. This role reports to the CTO.

Responsibilities

• Help define the vision for an exceptional user experience and design at Savvy.

• Own projects end-to-end, shipping high-quality experiences for advisors and clients while navigating a fast-paced, ambiguous environment.

• Manage and mentor a team of two product designers, providing guidance on design practices, prioritization, strategy, and career development.

• Maintain a high bar across a generalist design skill set, from information architecture and content strategy to visual design.

• Collaborate closely with engineering and product leaders to define product vision, strategy, and roadmap.

• Lead research initiatives to understand the needs of financial advisors, leveraging insights to inform the product roadmap and design decisions.

• Occasionally contribute to brand and design projects, working alongside external design agencies to ensure a consistent and impactful brand presence.

Qualifications

Must Have

• 7+ years of experience as a product designer

• Experience mentoring product designers

• Ability to own the design process end-to-end

• Strong research and discovery skills

• Strong visual design and prototyping skills

• Excitement about ownership and the opportunity to have a meaningful impact

• Exceptional communication and interpersonal skills

• Ability to manage multiple projects simultaneously and meet deadlines

Nice to Have

• Experience working in fintech or B2B products

• Experience managing product designers

• Past professional experience at a high-growth tech startup

Qualities

• Problem Solving: Strong analytical and problem-solving skills, with the ability to think on your feet, handle objections in real-time, and interpret non-verbal cues to drive the design process forward.

• Communication: Outstanding communication and collaboration skills to work effectively across cross-functional teams. Exceptional presentation and storytelling abilities to distill complex information into a clear, compelling narrative.

• Fast Learner: A track record of quickly learning and leveraging various tools, third-party vendors, and other resources to get the job done. Ability to thrive in an ambiguous, fast-paced environment while managing multiple deadlines.

• Ownership Mindset: A self-starter with a low-ego attitude, willing to roll up your sleeves, sweat the details, and take full ownership of your work.

• Strategy: A strategic thinker who can operate at both a high level and an executional level, knowing when to focus on each.

• Leadership: Passion for shaping company culture and building a best-in-class team. Ability to hold others accountable and provide direct, constructive feedback, regardless of seniority.

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)