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:

As a Product Designer, you'll own the end-to-end journey that defines how advisors and clients understand, engage with, and feel about their financial lives. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.

This is a high-impact role where we’re looking for someone with a high slope. You will co-lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with other design partners and stakeholders across product, engineering, operations, and advisors.

How you’ll make an impact:

• Design complex end-to-end experiences

  • Partner with Senior Product Designers and Product Management and own major initiatives from research and discovery through high-fidelity execution and launch

  • Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.

  • Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind.

• Bring human signals into the product

  • Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.

• Apply and evolve design patterns thoughtfully

  • Leverage Savvy’s design system and established interaction patterns to create cohesive experiences.

  • Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.

• Research and discovery

  • Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc).

  • Translate research insights into clear product recommendations and design decisions.

• Embrace and evolve our culture

  • Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.

  • Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.

  • Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.

We’re excited about you because:

Must Have

• You have 2-5 years of experience in product design, preferably in a fast-paced B2C startup environment.

• You have experience designing complex systems working shoulder-to-shoulder with other teams

• You have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.

• You pride yourself in strong interaction design or brand skills

• You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.

• You love backing your work with research, knowing that research pays dividends in translating insights into product decisions

• You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.

• You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences

• You are a team player who’s invested in shaping the future of wealth management

Nice to Have

• Experience designing in fintech, wealth management, or other high-trust, high-stakes domains

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)