---
title: 'Senior Talent Partner at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-talent-partner-savvy-wealth-new-york-9hd33674t4fm'
type: 'job'
last_seen: '2026-10-24'
---

# Senior Talent Partner at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-23
- **Last confirmed live:** 2026-10-24
- **Apply:** https://jobs.ashbyhq.com/savvy/8ab93ad9-bb22-4664-aa98-7af6863c2ff9

## 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™

A Note from your Future Manager Hi! I’m Lauren & I lead Talent at Savvy. I’m hiring someone to join my team and wanted to share a little about what I’m looking for and what you can expect from us. I’m looking for someone who’s motivated to keep getting better, curious enough to ask one more question, and resourceful enough to try a different approach when something isn’t working. We celebrate wins big & small, and recognizing each other’s work is part of our DNA. You’ll work alongside incredibly talented people who are generous with what they know, open to new ideas, and excited to help each other succeed. My hope is that you’ll look back on this role and be proud of the people you hired, how much you learned, and what we all built together. If that sounds like the kind of team you want to be part of, I’d love to meet you. Lauren

The Role: We’re hiring a Senior Talent Partner to help build teams across Savvy. You’ll own searches from intake through close starting with GTM, Operations, and G&A with room to expand into other parts of the business as we grow. You’ll learn what makes each team successful, develop a perspective on the talent market, and help our leaders make thoughtful hiring decisions. You’ll also have room to experiment, build with AI, and improve how we recruit. We’re looking for someone who’s excited by that mix of ownership, learning, and building. Responsibilities: Own Your Searches

- Lead full-cycle recruiting from intake through offer and close, keeping searches organized and moving.
- Partner with hiring managers to define what great looks like, calibrate early, and set realistic expectations around timing, compensation, and the market.
- Run thoughtful screens that assess experience, skills, and motivation, and give hiring teams clear, specific recommendations.
- Manage interview loops, keep feedback timely, and give candidates an honest understanding of the role and where they stand.
- Understand what matters to each candidate and guide offer and closing conversations.

Find Great People

- Build targeted outbound pipelines using LinkedIn Recruiter, Juicebox, research, and your own growing network.
- Get creative about where you look and how you identify strong talent, especially when the obvious approach isn’t working.
- Write personalized outreach that gives someone a real reason to respond.
- Stay connected with strong candidates beyond a single opening and build relationships we can return to as Savvy grows.

Bring a Point of View

- Learn how our teams operate, what they’re trying to accomplish, and how each hire contributes.
- Turn market research and candidate conversations into useful advice for hiring managers.
- Speak up when scope, level, compensation, or the interview process is getting in the way of a successful search, and recommend a path forward.

Make Us Better

- Use Claude and other AI tools in your daily work to research, source, and improve recruiting workflows. Share what works with the team.
- Use pipeline data to understand what’s working, spot bottlenecks, and adjust your approach.
- Keep Ashby accurate and up to date so the team can trust the pipeline and reporting.
- Contribute to projects across referrals, employer branding, tooling, structured interviewing, and candidate experience.

Must Have:

- Recruiting experience whether at an agency, a VC firm’s talent team, or in-house. We’re open to different paths and would love to meet someone making their first move into an internal recruiting role.
- Experience owning searches or significant parts of the recruiting process, with an eagerness to take on full-cycle responsibility.
- A strong sourcing foundation. You know how to research a market, find great people, and build relationships through thoughtful outreach.
- The curiosity to learn unfamiliar roles and understand what makes someone successful in them. You don’t need to have recruited for every function we support.
- The ability to understand candidates’ motivations, build trust, and help them navigate career decisions.
- Clear, thoughtful communication with candidates, hiring partners, and teammates.
- Strong follow-through and organization. You keep people informed, details accurate, and searches moving.
- Good judgment about when to take initiative, ask for help, or flag a problem.
- Resourcefulness and excitement about using AI to improve how you work, wherever you are in learning to use it.

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)

## 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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