About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry 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 like Airbnb, Square, Robinhood, Facebook, and more.

We’ve raised over $18M from top-tier VC firms, including Index Ventures, Thrive Capital, and a panel of A-list executives from the wealth management industry.

The Role

In this crucial role, you will work closely with the product team to envision the future of wealth management. The ideal candidate is a proactive, people-oriented designer who excels in a fast-paced, startup environment. This person will initially report to Savvy’s Founder & CEO but is expected to work closely with team members across the team.

Responsibilities

• Own projects on the roadmap end-to-end to ship high-quality experiences for advisors and clients.

• Contribute to the Savvy design system by editing our component library in Figma and working closely with our engineering team to ship changes.

• Shape our product, map customer journeys, and craft a cohesive design system.

• Champion our customers' needs and ensure our solutions meet and exceed their expectations.

• Collaborate closely with our engineering team to deliver high-quality, polished products

• Foster design thinking and facilitate generative discussions with cross-functional partners, promoting a culture of innovation and collaboration.

• Participate in brand and design projects, working alongside external design agencies to ensure a consistent and impactful brand presence.

Qualifications

Must have

• 5+ years of experience as a product designer.

• Past professional experience at a technology startup

• Ability to own the design process end-to-end

• Strong visual design and prototyping skillset

• Excited by more ownership and the opportunity to have a meaningful impact

• Exceptional communication and interpersonal skills.

• Ability to manage multiple projects simultaneously and meet deadlines.

Nice to have

•  Experience working in fin-tech or B2B products.

•  Past professional experience at a high growth tech startup.

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

• Beautiful 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)