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Senior Client Associate
Summary:
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 MalhoEmployment Type: FullTime
Remote
Client Transition Specialist
Summary:
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 MalhoEmployment Type: FullTime
Investment Operations Associate
Summary:
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 MalEmployment Type: FullTime
Salary: USD 120000 - 140000 1 YEAR
Remote
Brokerage Operations Manager
Summary:
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 MalEmployment Type: FullTime
Salary: USD 95000 - 130000 1 YEAR
Remote
Senior Application Security Engineer
Summary:
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 MalEmployment Type: FullTime
Salary: USD 220000 - 235000 1 YEAR
Remote
Engineer - Technical Staff
Summary:
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 MalEmployment Type: FullTime
Salary: USD 145000 - 170000 1 YEAR
Remote
Senior Engineer - Technical Staff
Summary:
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 MalEmployment Type: FullTime
Salary: USD 175000 - 230000 1 YEAR
Remote
Senior Platform Engineer - Technical Staff
Summary:
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 MalEmployment Type: FullTime
Salary: USD 175000 - 230000 1 YEAR
Remote
Advisor Onboarding Manager
Summary:
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 MalEmployment Type: FullTime
Salary: USD 110000 - 140000 1 YEAR
Remote
Senior Manager, Marketing Operations
Summary:
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 MalEmployment Type: FullTime
Remote
Senior Manager, Client Marketing
Summary:
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 MalEmployment Type: FullTime
Remote
Manager, Strategic Growth
Summary:
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 MalEmployment Type: FullTime
Remote
Senior Revenue Operations Manager
Summary:
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 MalEmployment Type: FullTime
Remote
Accounting Manager
Summary:
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 MalEmployment Type: FullTime
Remote
Senior Strategic Growth Associate, Advisor Recruiting
Summary:
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 MalEmployment Type: FullTime
Salary: USD 80000 - 120000 1 YEAR
Remote
Director, Revenue Strategy and Operations
Summary:
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 MalEmployment Type: FullTime
Remote
Senior Product Marketing Manager
Summary:
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 MalEmployment Type: FullTime
Remote
Senior Engineering Manager
Summary:
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 MalEmployment Type: FullTime
Salary: USD 240000 - 265000 1 YEAR
Product Manager, Advisor Experience
Summary:
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 MalEmployment Type: FullTime
Salary: USD 170000 - 200000 1 YEAR
Senior Product Manager, Family Office
Summary:
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 MalEmployment Type: FullTime
Salary: USD 190000 - 225000 1 YEAR
Remote
Product Designer
Summary:
ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor clieEmployment Type: FullTime
Salary: USD 155000 - 180000 1 YEAR
Remote
Engineer - Technical Staff
Summary:
ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor clieEmployment Type: FullTime
Salary: USD 145000 - 170000 1 YEAR