companySavvy Wealth logo

Senior Forward Deployed Engineer

Savvy WealthNYC Office
On-site Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Experience Level

Senior

Qualifications

Key Responsibilities:Collaborate directly with advisors and internal stakeholders to understand onboarding needs, facilitate data migration, and develop tailored solutions that enhance advisor success on Savvy. Manage the complete product lifecycle for these projects, from initial discovery and design to implementation, deployment, and ongoing refinement. Write high-quality, maintainable, and production-ready code that balances immediate customer needs with long-term scalability. Work closely with Product, Design, and Operations teams to translate genuine customer requirements into actionable platform enhancements. Diagnose and resolve live issues in conjunction with clients and internal teams. Contribute to the development of tools, automation, and process enhancements that facilitate quicker and more sustainable advisor migrations. Travel within the United States may be required (approximately 2-4 times per quarter) for customer migrations and collaboration sessions, typically lasting 2 days each.

About the job

Join Our Team at Savvy Wealth:

The wealth management sector in the US, valued at $545 billion, is often hindered by outdated practices and limited technological integration. A staggering 75% of financial advisors still rely on basic email for communication, while 62% continue to manually create financial plans using Excel. This inefficiency detracts from the client experience, forcing advisors to allocate over 70% of their time to non-client related, manual tasks.

Savvy is revolutionizing this landscape. We are developing a cutting-edge, advisor-centric platform designed to modernize financial advice through a digital-first approach. Our partners benefit from AI-enhanced software, automated marketing solutions, and streamlined back-office processes that enable them to grow and focus more on their clients.

To date, we have secured over $105 million in funding from prestigious investors such as Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady, a former CEO of LPL Financial. Our diverse team consists of experienced founders and operators who have previously contributed to the success of companies like Airbnb, Square, Brex, and Facebook, as well as managing over $200 billion in Registered Investment Advisors (RIAs).

Savvy is poised for significant growth, having achieved a remarkable product-market fit and more than $2.2 billion in Assets Under Management (AUM) within just three years. With over 600% growth in the last 18 months, we are entering an exciting phase of rapid product expansion and ongoing revenue growth. Join us in scaling our impact!

About Savvy Wealth

Savvy Wealth is at the forefront of transforming the wealth management industry, providing innovative solutions that empower financial advisors with the tools they need to succeed in a digital age. Our dynamic and rapidly growing company is committed to enhancing client experiences and driving efficiency through advanced technology.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.