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Savvy Wealth jobs

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

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

Productsavvyfinancialadvisorsmanagementgrowthmarketproducts

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

Productsavvyfinancialmanagementadvisorswealthtechgrowth

Business Operations Manager

Savvy Wealth · NYC Office, US · Posted 2026-07-30 · 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

Operationssavvyfinancialadvisorsinvestmentclientfromworkflows

Advisor Experience Manager

Savvy Wealth · NYC Office, US · Posted 2026-07-29 · 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

Advisorsavvyadvisorsfinancialmanagementwealthplansthey

Senior IT Operations Specialist

Savvy Wealth · NYC Office, US · Posted 2026-07-29 · 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

OperationsSpecialistsavvymanagementadvisorsadvisorsupportaccess

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

Clientsavvyadvisorsfinancialadvisorinvestmentwealthoffice

Senior Strategic Growth Associate, Advisor Recruiting

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

StrategicGrowthAdvisorRecruitingadvisorsfinancialsavvywealth

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

Senior Product Designer

Savvy Wealth · NYC Office, US · Posted 2026-07-27 · 5-7 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

ProductDesignersavvydesignfinancialadvisorsresearchmanagement

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

Sales Development Manager

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

Salesforce

Senior Product Marketing 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

ProductMarketingsavvyadvisorsfinancialclientintelligenceadvisor

Director, Revenue Strategy and Operations

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

Salesforce

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

Senior Manager, 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

ClientMarketingadvisorssavvyadvisorpaidfinancialgrowth

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

Engineer - Technical Staff

Savvy Wealth · NYC Office, 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

ReactNext.jsRailsPostgreSQL

Senior Platform Engineer - Technical Staff

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

# 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

AWSGCPTerraformCI/CD

Senior Engineering Manager

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

# 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

Senior Manager, Marketing Operations

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

MarketingOperationssavvyadvisorsadvisorfinancialclientthem

Senior Application Security Engineer

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

AWSGCPCI/CD

Brokerage Operations Manager

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

BrokerageOperationssavvyfinancialadvisorsinvestmentclientfrom

Investment Operations Associate

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

InvestmentOperationssavvyoperationalcustodianmanagementfinancialaccount