$155,790 - $190,410
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 over $18M from top-tier VC firms, including 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

The AI Solutions Lead will be a pivotal role focused exclusively on uncovering and implementing AI solutions across the organization. This individual will conduct thorough research & discovery, uncover opportunities, build compelling business cases, secure cross-functional support, and lead the implementation and testing of AI initiatives at Savvy. As an individual contributor, this person will collaborate closely with various leaders to drive meaningful change through AI. This person will report to Savvy’s Chief Operating Officer but is expected to work closely with leaders across the team. If you are a passionate AI professional eager to make a significant impact and drive our AI strategy, we would love to hear from you.

Responsibilities

• Identify and explore potential AI applications that align with our business goals.

• Evaluate and prioritize AI opportunities based on potential impact and feasibility.

• Build robust business cases for AI projects, highlighting benefits, costs, and ROI.

• Collaborate with leaders from different departments to secure support and alignment for AI initiatives.

• Lead the execution of AI projects, from planning to deployment, ensuring they meet desired outcomes.

• Design and conduct tests to validate the effectiveness of AI solutions, making necessary adjustments based on feedback and results.

• Stay abreast of AI advancements and continuously seek ways to integrate cutting-edge technologies into our operations.

Qualifications

Must have

• Minimum of 5 years in technology, management consulting, or similar industries as a project/product manager. Experience in a startup and/or with AI implementation is highly desirable.

• Bachelor’s degree in a quantitative field such as Computer Science, Data Science, Engineering, or Business Administration. Advanced degree preferred.

• Strong knowledge of AI and machine learning frameworks, tools, and methodologies. Proficiency in programming languages is preferred. 

• Significant experience leveraging low-code/no-code tools to implement scalable solutions. 

• Excellent problem-solving skills with the ability to conduct detailed quantitative and qualitative analysis.

• Demonstrated experience in managing projects from conception through to completion, including stakeholder management and communication.

• Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and present complex ideas to non-technical stakeholders.

• A proactive and innovative thinker with a passion for leveraging AI to solve business challenges and drive growth.

• A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves and have an incredible ownership mentality.

• Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously.

Nice to have

• Prior work experience in the wealth management industry

Qualities

• Problem solving: Strong problem-solving and analytical skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward.

• Communication: Incredible communications and collaboration skills to work effectively across cross-functional teams. Phenomenal presentation and storytelling skills that can distill a firehose of information into a cohesive and inspirational story.

• Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.

• Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.

• Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels.

• Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company.

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 (Cocoon)

• 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)