---
title: 'Director of Engineering, Product & AI at Savvy Wealth'
canonical: 'https://feeny.ai/job/director-of-engineering-product-ai-savvy-wealth-new-york-bcjh5pf7frh0'
type: 'job'
last_seen: '2026-09-12'
---

# Director of Engineering, Product & AI at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/savvy/fc230fe6-1e12-4f6d-8d32-ff944149c62f

## Job description

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 fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition: We're a Certified Great Place to Work and have been honored for our culture and our growth:

- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™

## The role

Savvy is hiring an Engineering Director, Product & AI to lead all engineering teams building our products. You’ll oversee multiple product lines, including our advisor-facing AI product, each with its own Engineering, Product, and Design team. You’ll own engineering strategy, execution, and organizational development across those teams, partnering with Product and Design leaders to decide where to invest and what to build next. This is a hands-on technical leadership role. You’ll guide architecture, work through difficult decisions with tech leads, and show what good looks like in both the systems we build and how we deliver them. You should be comfortable reviewing a consequential change, challenging an implementation plan, or building a prototype to make an approach concrete. You’ll also develop leaders who can make sound decisions and run their teams independently. We're looking for someone who has seen this stage of growth before: sales is going well, we're launching new product offerings, new product lines, the team is growing, and the stakes are just getting higher by the day. Based at our NYC headquarters, you’ll work alongside Product, Design, and business stakeholders while leading multiple engineering teams focused on Savvy's growing product lines.

## Responsibilities

- Own engineering execution across product lines. Partner with Product and Design to turn business priorities into achievable plans. Set clear commitments, resolve cross-team dependencies, and intervene when scope, staffing, or technical decisions put delivery at risk.
- Navigate the world of engineering leadership and teams as AI changes everything. Everyone can do so much more now, lines between roles are blurring. Drive this change across your teams.
- Shape the product engineering organization. Determine team structure, ownership boundaries, and staffing needs. Make deliberate tradeoffs between investing in established products, launching new capabilities, and addressing technical debt.
- Set technical direction across teams. Work with tech leads to guide architecture, decide which capabilities should be shared, and keep individual product decisions consistent with the needs of the broader system.
- Show what good looks like. Stay involved in consequential design and code reviews. Use prototypes, debugging, and direct technical guidance to resolve uncertainty, demonstrate better approaches, and help teams execute.
- Connect engineering decisions to customer and business outcomes. Understand how advisors use our products, challenge work that does not solve the underlying problem, and help teams assess whether shipped capabilities deliver the intended value.
- Hold teams accountable for production quality. Set expectations for testing, security, observability, and reliability. Ensure teams own what they ship and address recurring problems rather than repeatedly working around them.
- Build out your teams, driving for the best talent and skills. Beyond just running the engineering hiring pipeline across your teams, we look for novelty in getting great talent unstuck from their existing roles and a drive for urgency and sharp decision making in hiring.

Must have

- Experience managing multiple engineering teams simultaneously, with accountability for delivery, staffing, performance, and growth. You have made prioritization and resource decisions across teams, not only coordinated projects involving several teams.
- Experience managing multiple engineering teams simultaneously, with accountability for delivery, staffing, performance, and growth. You have made prioritization and resource decisions across teams, not only coordinated projects involving several teams.
- A track record of delivering complex customer-facing products with measurable business results. You can explain the tradeoffs you made, how you handled setbacks, and what changed because of your leadership.
- Strong engineering depth and current system-design judgment. You can reason through data models, service boundaries, integrations, and failure modes, and provide useful feedback on implementation details.You can explain the tradeoffs you made, how you handled setbacks, and what changed because of your leadership.
- Technical fluency with applied AI. You can evaluate proposed LLM-based approaches, ask substantive questions about quality and failure modes, and guide decisions about where AI belongs in a product.
- Regular, hands-on use of AI development tools in your own work, with experience helping engineers use them effectively while maintaining code quality and technical understanding.
- Experience managing in-person and distributed engineers and collaborating closely with Product and Design. You communicate decisions clearly, surface disagreements early, and give direct, useful feedback.
- Based in or willing to relocate to NYC and work in person at our HQ (Union Square!)

## Nice to have

- You've built AI-powered features customers rely on in production: LLM integrations, agentic workflows, intelligent automations, or similar, and you understand the real tradeoffs around reliability, latency, cost, and failure modes.
- Fintech domain knowledge: financial services, wealth management, regulatory compliance, or financial data integrations.
- Experience leading in an early-stage, high-ambiguity startup environment.

Benefits:

- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring 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)

## About Savvy Wealth

## Company Overview
- **One-liner**: Savvy Wealth is a technology-driven wealth management firm that provides a modern, digital-first platform for financial advisors to manage client investments, planning, and operations, augmented by an AI-powered operating environment called Savvy Intelligence.
- **Entity Type**: Private (Series B funded – Series A in 2022, Series B in 2025)
- **Headquarters**: New York, NY, United States
- **Founded**: 2021
- **Founders**: Ritik Malhotra

## Core Business
- **Primary industry**: Wealth management / Financial services (technology-enabled RIA)
- **Target customers**: B2B (financial advisors and RIAs) and B2C (high-net-worth individuals served by advisors on the platform)
- **Mission or purpose statement**: “We help people make better financial decisions so they can live the life they aspire to live.” ([savvywealth.com](https://www.savvywealth.com/))

## Products & Services
- **Savvy Wealth Platform**: A unified digital platform for advisors that integrates CRM, back-office operations, client onboarding, performance reporting, and marketing automation. Offers a real-time financial dashboard for clients to track net worth and goals.
- **Savvy Intelligence (AI Platform)**: Launched in April 2026, an AI-powered operating environment that gives advisors a continuously updated view of each client’s investments, tax data, and financial plans. Agents help with scenario modeling, meeting notes, tax strategy, and client communications. Not client-facing; does not use client data to train third-party models. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Wealth Management Services**: Personalized investment management, retirement planning, estate planning, tax strategy, direct indexing, alternative investments, and held-away account tracking. Provided by dedicated fiduciary advisors.
- **Custodial Partners**: Multi-custodial with deep integrations to Charles Schwab and Fidelity for asset custody and execution. ([savvywealth.com](https://www.savvywealth.com/))

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: **$5B** in assets under management (AUM) with **100+** experienced advisors across **29** states. ([savvywealth.com/our-story](https://www.savvywealth.com/our-story))
- **Notable Investors/Partners**: Not publicly disclosed. The company states it is “backed by world-class investors.” ([savvywealth.com/careers](https://www.savvywealth.com/careers)) Partners include Fidelity and Charles Schwab for custody.
- **Growth Signals**:
  - **Headcount growth**: LinkedIn reports ~192 employees (May 2026), with annual growth of +105% and monthly growth of +3.4%. ([LinkedIn](https://www.linkedin.com/company/savvywealth))
  - Series B funding round closed in 2025 to accelerate growth and expand advisor network.
  - Launched Savvy Intelligence in April 2026, a significant AI product milestone.
  - Active job postings: 22 openings as of mid-2026.

## Competitive Advantages
- **Vertically integrated tech stack**: Built a unified platform (RIA, investments, tax, planning, CRM, meeting notes) before layering AI – unlike competitors that bolt AI onto fragmented systems. This gives AI agents access to complete, current client data.
- **Fiduciary alignment**: No transaction-based compensation, eliminating conflicts of interest; advisors are either W2 or 1099 employees.
- **Multi-custodial model**: Advisors can custody assets with either Schwab or Fidelity, providing flexibility while maintaining deep integrations.
- **Rapid onboarding and scale**: Over 100 advisors and $5B AUM in ~5 years suggests efficient platform adoption and advisor attraction.

## Strategic Focus
- **Grow the advisor network** by recruiting experienced advisors and RIAs across the U.S.
- **Expand AI capabilities** with Savvy Intelligence, adding more agents (e.g., for tax, investment analysis) beyond the initial Financial Planning Agent.
- **Deepen product integrations** and continue to unify client data to reduce advisor manual work and improve client outcomes.
- **Enhance client experience** via personalized investment management and real-time dashboard tools.

## Why Work Here
- **Culture & Values**: Emphasis on “Invent the future,” “Unlock everyone’s potential,” and “Get it done.” Team-driven, collaborative environment with ownership and momentum. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Work policy**: Hybrid – required presence in NYC office (111 W 33rd St, Suite 1401). Daily free lunch provided.
- **Perks & Benefits**: Comprehensive benefits, flexible time off, parental leave, company-wide events, and employee-led activities.
- **Engineering & AI focus**: Building a cutting-edge AI platform for wealth management; current openings include Founding Platform Engineer, Applied AI – Infrastructure, and Senior Product Designer. Fast-growing engineering team (technical staff 7% of headcount per LinkedIn).
- **Team size & growth**: ~192 employees (May 2026) with strong year-over-year growth (+105%), offering early-stage impact with established momentum.

## Sources
1. [savvywealth.com – About page](https://www.savvywealth.com/about)
2. [savvywealth.com – Careers page](https://www.savvywealth.com/careers)
3. [savvywealth.com – Homepage](https://www.savvywealth.com/)
4. [savvywealth.com – Our Story](https://www.savvywealth.com/our-story)
5. [LinkedIn – Savvy Wealth](https://www.linkedin.com/company/savvywealth)

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