---
title: 'Senior Engineering Manager at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-engineering-manager-savvy-wealth-new-york-zm7vy1br5p77'
type: 'job'
last_seen: '2026-09-05'
---

# Senior Engineering Manager at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Compensation:** $240k–$265k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/savvy/f6be9992-fbb1-4e0a-846e-5ef4692d93bb/application

**Skills:** Rails, React, Next.js, PostgreSQL, GraphQL, System design, AI tools (Claude Code, Cursor, Codex), LLM integrations, Agentic workflows, Intelligent automations, Fintech domain knowledge, Financial services, Wealth management, Regulatory compliance, Financial data integrations

> Lead three engineering teams building an AI-native wealth management platform. This hands-on management role involves overseeing delivery, hiring, and technical standards while collaborating with product and design teams in a hybrid NYC/remote setup.

## 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.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

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 Engineering Manager to lead three engineering teams building the platform where AI meets fiduciary advice. You'll inherit three established, high-performing teams, each anchored by a senior tech lead who owns day-to-day technical direction. Your job is to keep those teams shipping high-impact product and platform work, keep the engineers on them growing, and hold the technical and quality bar as we scale.

This is a hands-on management role. You're based in our NYC HQ, working in person alongside the Product Managers, Product Designers, and stakeholders who shape what we build, and you manage a fully remote engineering team across LATAM that works the same hours we do. You're the bridge between the two: translating product direction into clear technical execution, and bringing engineering reality back into how we plan. AI tooling has let our managers stay genuinely technical while they lead, and we expect the same here. You'll review the hard changes and make architectural calls, not from the sidelines.

## RESPONSIBILITIES

- Own delivery health across three teams: predictable shipping, sane scope, and unblocking engineers fast, in close partnership with Product and Design.
- Grow and retain a strong team: coaching, career development, substantive feedback, and keeping your engineers engaged and leveling up.
- Drive our hiring process for these teams: raising the bar on who we bring in and running a tight, fair loop.
- Stay hands-on with the code: review complex changes, set and hold engineering patterns and standards across product and platform work, and make architectural calls with your tech leads.
- Champion AI tooling across the team (Claude Code, Cursor, Codex, and whatever's next), modeling it in your own work and raising the team's velocity with it.
- Partner with Product and Design at HQ to shape scope and de-risk execution on high-ambiguity problems, and carry that context clearly to a remote team.

## MUST HAVE

- Experience managing remote or distributed engineering teams.
- 3+ years managing engineers, including owning delivery, performance, hiring, and growth for a team.
- You use AI tools aggressively in your daily workflow: Claude Code, Cursor, Codex, and whatever else is useful. You're ahead of the curve on what's emerging, you stay technically proficient because of it, and you translate that into how your team builds.
- A track record of shipping complex product and platform work end-to-end with measurable business impact, and holding the quality bar throughout.
- Strong full-stack or platform engineering depth, enough to lead and review with credibility. We use Rails, React, Next.js, PostgreSQL, and GraphQL; you're comfortable across the stack or close gaps fast.
- Strong system-design judgment: data models, service boundaries, failure modes, and how systems hold up at scale, applied to guiding architecture and raising the team's instincts.
- Strong communication: you write clearly, give effective feedback, and collaborate well across functions in a startup environment, including with a remote team.
- Based in or willing to relocate to NYC and work in person at our HQ.

## 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)

## Other roles at Savvy Wealth

- [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
- [Senior Revenue Operations Manager](https://feeny.ai/job/senior-revenue-operations-manager-savvy-wealth-new-york-d6195qb7k49t) — New York, NY
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-savvy-wealth-new-york-h84cbtd6x5kk) — New York, NY
- [Product Manager](https://feeny.ai/job/product-manager-savvy-wealth-new-york-ttc5nwg4nxdm) — New York, NY