---
title: 'Senior Financial Data Architect at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-financial-data-architect-savvy-wealth-new-york-t45t8793n26r'
type: 'job'
last_seen: '2026-11-07'
---

# Senior Financial Data Architect at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-11-06
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.ashbyhq.com/savvy/066d93ee-8c28-4764-a375-edad08eaaae7

## 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: We're hiring a Senior Data Architect to take ownership of Savvy's data foundation. This is a high-impact role that will shape how the company measures performance and makes decisions. You'll set the technical direction for our financial and operational data, bringing it together into a centralized, well-modeled system the company can build on with confidence. This is a high-ownership role with real latitude to shape how Savvy approaches data. You'll bring deep expertise in data architecture and system design to a fast-scaling business, set technical direction,, and partner directly with finance, operations, and leadership to translate business priorities into durable data architecture. You'll also help shape and scale the data team we build around this work. This role and team will work across the entire company, and tackle some of our thorniest data and engineering challenges. An example is calculating how much one of our advisors takes home in their paycheck. At the surface it seems a simple problem: take their collected client bills, apply the revenue share percentage, and you’re done. In reality, it’s a complex flowchart of funds across complex financial products, different systems, and detailed legal contracts. If you find this kind of thing to be a fun puzzle, this is the right role for you. The following data flow diagram of one of our problems should excite you, not scare you:

Responsibilities:

- Own the end-to-end architecture for how Savvy's financial and operational data is modeled, stored, and governed, building toward one coherent, centralized system the company can rely on.
- Evaluate, select, and drive company-wide adoption of a self-service analytics/BI tool (such as Looker, Sigma, or Omni) that becomes the company's shared home for reporting and analysis.
- Define and own business metric definitions(such as booked AUM) to establish one agreed calculation and one place it lives,
- Build the infrastructure to automate recurring internal reporting, so teams can focus on acting on insights rather than producing them.
- Design data reconciliation and quality checks across key systems to catch discrepancies early and maintain data integrity.
- Partner cross-functionally with finance, operations, compliance, and engineering to translate reporting needs into durable, reusable data architecture.
- Help set the technical direction and roadmap for Savvy's data function, with real ownership over how the team and systems around it take shape going forward.

Must Have:

- 7+ years of experience in data architecture, analytics engineering, or data engineering, with direct ownership of system design and data modeling decisions
- Experience consolidating a fragmented, multi-source data environment, into one centralized, governed system.
- Hands-on experience evaluating, selecting, and driving company-wide adoption of a self-service BI/analytics platform (such as Looker, Sigma, Omni, Power BI, or Tableau).
- Strong SQL fluency and depth in data modeling practices, with comfort operating across modern cloud data warehouses.
- A track record of operating as a highly autonomous, strategic owner: setting direction, pushing back on stakeholders, and prioritizing across competing demands without waiting for a PM or detailed requirements.
- Experience working with financial or otherwise regulated data, ideally including reconciliation or compliance-adjacent reporting.
- Excellent cross-functional communication skills, comfortable working directly with finance, compliance, and executive stakeholders.

Nice to Have:

- Experience at a high-growth fintech, wealthtech, or RIA.
- Experience hiring, building, or mentoring an early-stage data or analytics team.
- Familiarity with modern data stack tooling such as dbt, Snowflake, Databricks, or Fivetran.
- Experience owning board-level or executive reporting automation.

Benefits:

- Competitive salary and equity package
- We offer a generous relocation package to help top talent make the move to our NYC office
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- 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)
- Benefits are available to full-time employees

## 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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