---
title: 'Senior Client Associate (West Coast) at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-client-associate-west-coast-savvy-wealth-united-states-1g7za4njx190'
type: 'job'
last_seen: '2026-09-12'
---

# Senior Client Associate (West Coast) at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/savvy/73ef2323-ba19-453c-a2c7-15eedf053cb9

## 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: The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you’ll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships.

This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services.

Responsibilities:

- Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships.
- Own best-in-class execution of all client tasks, requests and inquiries in a timely manner.
- Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience.
- Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers.
- Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks.
- Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more.
- Create and maintain client data in Salesforce and other systems.
- Ensure Savvy is adhering to all required compliance policies and procedures.
- Protect clients by maintaining confidentiality of all personal and financial information.

Must Have:

- 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.
- A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality.
- Excellent interpersonal and communication skills.
- Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents.
- Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once.
- Adept at quickly learning and adopting new technologies.

Nice to have:

- Series 7 and 66 or Series 65 licenses.
- BA/BS degree in finance, economics, or related field.
- Advanced degrees or designations such as CFP, CPA, CFA
- Prior experience using Salesforce
- Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services

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 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)

## Other roles at Savvy Wealth

- [Enablement Lead](https://feeny.ai/job/enablement-lead-savvy-wealth-new-york-k7k4990n7zbz) — New York, NY
- [Director of Engineering, Product & AI](https://feeny.ai/job/director-of-engineering-product-ai-savvy-wealth-new-york-bcjh5pf7frh0) — New York, NY
- [Engineer - Future Founder](https://feeny.ai/job/engineer-future-founder-savvy-wealth-new-york-arc4xjsw49e0) — New York, NY
- [Senior Product Marketing Manager](https://feeny.ai/job/senior-product-marketing-manager-savvy-wealth-new-york-4hq2btvk7114) — New York, NY
- [Senior Manager, Client Marketing](https://feeny.ai/job/senior-manager-client-marketing-savvy-wealth-new-york-x0g38hjgxpv8) — New York, NY
- [Strategic Growth Manager (Account Executive)](https://feeny.ai/job/strategic-growth-manager-account-executive-savvy-wealth-united-states-wr8tecqbf8wm) — United States
- [Technical Recruiter](https://feeny.ai/job/technical-recruiter-savvy-wealth-new-york-qt8gs4bq5d6q) — New York, NY
- [Senior Brokerage Operations Manager](https://feeny.ai/job/senior-brokerage-operations-manager-savvy-wealth-new-york-5w06fv7dhaq5) — New York, NY
- [Portfolio and Trading Associate](https://feeny.ai/job/portfolio-and-trading-associate-savvy-wealth-new-york-32wsspqbejg3) — New York, NY
- [Investment Operations Associate](https://feeny.ai/job/investment-operations-associate-savvy-wealth-new-york-mxe77522q8f1) — New York, NY