---
title: 'Senior Engineer - Technical Staff at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-engineer-technical-staff-savvy-wealth-new-york-frcz2k76v09f'
type: 'job'
last_seen: '2026-09-12'
---

# Senior Engineer - Technical Staff at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Compensation:** $175k–$230k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/savvy/adc5d0c4-0944-49a0-8cf4-aaf573dda8cb/application

**Skills:** Ruby on Rails, React, Next.js, PostgreSQL, GraphQL, System Design, AI Tooling, Claude Code, Cursor, Codex, LLM Integrations, Agentic Workflows, Retrieval Pipelines, RAGAS, LangSmith, Vector Databases, Embedding Pipelines, RAG, macOS, CI/CD

> Lead the design and delivery of complex product and platform systems, establishing engineering patterns and mentoring engineers. You will own end-to-end delivery of high-impact projects, drive architectural decisions, and partner with Product and Design to shape scope.

## 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 a Senior Engineer to lead the design and delivery of complex product and platform work. Our platform is where AI meets fiduciary advice, and the senior engineers who build it don't just use AI to go faster, they make decisions about where AI belongs in the system, how to build it reliably, and how to raise the team's ability to do the same. You'll own end-to-end delivery of high-impact projects, establish engineering patterns for the team, and help define how our platform evolves as we scale.

Responsibilities:

- Lead the design and delivery of complex product features and platform systems, from scoping and architecture through production and iteration.
- Establish engineering patterns and standards for the team: how we build, test, observe, and iterate across both product and platform work.
- Apply and champion AI tooling (Claude Code, Cursor, Codex, and the rest) to accelerate your own output and raise the team's velocity.
- Drive architectural decisions: data models, service boundaries, system tradeoffs, and communicate them clearly to technical and non-technical stakeholders.
- Mentor engineers, give substantive feedback, and be a go-to resource for technical judgment across the team.
- Partner with Product and Design to shape scope and de-risk execution on high-ambiguity problems.
- Work directly with our customers (financial advisors) to understand their workflows and bring that context into how you build.

Must have:

- 5+ years of professional experience.
- You use AI tools aggressively in your daily workflow: Claude Code, Cursor, Codex, and whatever else is useful. You're consistently ahead of the curve on what's emerging, and you translate that into concrete decisions: what to build with AI, how to build it reliably, and where it's not worth the complexity.
- Track record of leading projects end-to-end with measurable business impact; you've taken ambiguous problems from 0 to production and held the quality bar throughout.
- Strong full-stack or platform engineering depth; we use Rails, React, Next.js, PostgreSQL, and GraphQL; comfortable across the stack or with the depth to close gaps fast.
- Strong system design instincts: data models, service boundaries, failure modes, and how systems hold up at scale.
- Strong technical communication: you write clearly, give effective feedback, and collaborate well across functions in a startup environment.

Nice to have:

- You've built AI-powered features or systems that customers rely on in production: LLM integrations, agentic workflows, retrieval pipelines, intelligent automations, or similar. You understand the real design tradeoffs: prompt reliability, latency, cost, failure modes, not just the happy path.
- Experience with LLM evaluation frameworks (RAGAS, LangSmith, custom harnesses) and a systematic approach to measuring reliability.
- Fintech domain knowledge: financial services, wealth management, regulatory compliance, or financial data integrations.
- Experience with vector databases, embedding pipelines, or retrieval-augmented generation at production scale.
- Modern development ecosystem fluency: macOS toolchains, CI/CD pipelines, IaaS (AWS/GCP), and observability platforms (Datadog, Honeycomb, etc.).

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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