---
title: 'Enablement Lead at Savvy Wealth'
canonical: 'https://feeny.ai/job/enablement-lead-savvy-wealth-new-york-k7k4990n7zbz'
type: 'job'
last_seen: '2026-09-12'
---

# Enablement Lead at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/savvy/40372428-cb6a-4009-816d-23a99fdc0e3b

## 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: This is a unique opportunity to build and own Savvy’s enablement engine so Sales and Operations employees ramp faster, stay proficient as the business evolves, and consistently execute at a high level. You will own the end-to-end development of translating complex products, processes, and tools into practical, engaging training that improves employee performance and reduces the burden on functional leaders. You’ll work closely with leaders and subject-matter experts across the business to identify capability gaps, build scalable learning solutions, and measure whether those programs are actually changing behavior and improving performance. You’ll also play a key role in how Savvy uses AI to scale enablement and help our teams incorporate AI more effectively into their day-to-day work.

Responsibilities:

- Own onboarding and ramp programs for core Sales and Operations teams, including developing curricula, milestones, practice opportunities, and clear proficiency standards
- Build and manage Savvy’s ongoing enablement program, including recurring training, refreshers, certifications, coaching resources, and targeted interventions based on performance gaps
- Partner with Sales, Operations, Product, Product Marketing, and other subject-matter experts to translate complex products, processes, and launches into practical, role-specific training
- Diagnose capability and performance gaps across teams and determine when enablement can meaningfully improve employee performance
- Create engaging training experiences that emphasize practice, application, and behavior change rather than passive content consumption
- Establish and track metrics across ramp time, proficiency, training effectiveness, adoption, productivity, and downstream business outcomes
- Build scalable systems that capture institutional knowledge from functional leaders and SMEs without requiring them to repeatedly build and facilitate training themselves
- Use AI to increase the quality, personalization, and scalability of enablement through tools such as simulations, role plays, coaching resources, and learning content

Must Have:

- You have 5+ years of experience in enablement, learning & development, sales enablement, operations enablement, or a related role, with experience owning programs end to end
- You have experience building or meaningfully improving onboarding and ramp programs for customer-facing, revenue-generating, or operational teams
- You’re an exceptional facilitator and teacher who can make complex or dry topics simple, practical, engaging, and memorable
- You think about enablement through the lens of business performance and understand that the goal is not course completion — it’s faster ramp, stronger proficiency, better execution, and higher productivity
- You’re comfortable diagnosing ambiguous performance problems, identifying the underlying capability gaps, and translating them into actionable programs
- You’re a strong cross-functional partner who can work effectively with senior leaders and SMEs, extract the right expertise, and turn it into scalable learning
- You’re highly data-driven and comfortable establishing success metrics, evaluating program effectiveness, and iterating based on what the data tells you
- You’re a builder who thrives in a fast-moving environment, can create programs from scratch, and is comfortable iterating as products, processes, and priorities evolve
- You’re highly fluent with AI and regularly use it to improve how you work, build new capabilities, and create leverage

Nice to Have:

- Experience building enablement programs within fintech, financial services, SaaS, or another complex and rapidly evolving business
- Experience supporting both Sales and Operations organizations
- Experience creating certification or proficiency-based learning programs
- Experience using AI for simulations, role playing, coaching, content creation, or personalized learning
- Familiarity with LMS, knowledge management, learning analytics, or other enablement technology
- Experience supporting product or process launches and translating complex changes into employee-facing training

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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