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Savvy Wealth jobs

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

Legal Operations Associate

Savvy Wealth · NYC Office, US · Posted 2026-10-05 · 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

LegalOperationscompliancesavvycounselvendoradvisorsfinancial

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 Brokerage Operations Manager

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

BrokerageOperationssavvytradingexecutionfinancialtrademanagement

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

Productsavvyfinancialadvisorsmanagementmarketproductsdrive

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

Productsavvyfinancialmanagementadvisorswealthtechservices

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

Revenue Strategy & Operations

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

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

Staff Application and AI 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

BrokerageOperationssavvyfinancialadvisorsinvestmentclientworkflows

Client Transition Specialist

Savvy Wealth · Remote, 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

ClientTransitionSpecialistsavvyadvisorsfinancialhealthaccess