---
title: 'Sr. Deployment Strategist at Savvy Wealth'
canonical: 'https://feeny.ai/job/sr-deployment-strategist-savvy-wealth-new-york-4wx0gycj42cg'
type: 'job'
last_seen: '2026-10-17'
---

# Sr. Deployment Strategist at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-14
- **Last confirmed live:** 2026-10-17
- **Apply:** https://jobs.ashbyhq.com/savvy/78bbde8b-5148-459d-814c-ea059130a829

## 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 looking for a senior, customer-obsessed operator to lead our largest, most complex advisor transitions and help the rest of the Advisor Onboarding team raise their game. You’ll own a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are:

- You’re never tired of learning. You’re able to self-teach new platforms and ways of working.
- You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow.
- You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month.
- You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines.
- You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.

The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Advisor Onboarding Manager.

Responsibilities: Enterprise Onboardings

- Lead enterprise onboarding: Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, as the senior point of contact for advisor principals, and operations leads.
- Coordinate across teams: Keep complex transitions on track with Compliance, Legal, IT, Client Service, and Product, and escalate blockers early to maximize impact in the first 90 days.
- Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.
- Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
- Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
- Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.

Raising the Bar

- Raise the bar for the team: Build playbooks and templates the enterprise transition playbook and templates, track transition speed, and be the go-to resource for other Onboarding Managers on complex transitions.
- Share lessons from enterprise transitions so the whole team gets faster.
- Spot where our process breaks at scale and work with Product and Operations to fix it.

Must have:

- 5+ years in a project management or onboarding in technology, fintech, or wealth management.
- A track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.
- Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors.
- Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs.
- A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset.
- Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output.
- Passion for solving complex problems and building scalable processes.
- Comfort working in a high growth, constantly changing environment.
- Adept at quickly learning and adopting new technologies.

Nice to have:

- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the financial services industry
- Familiarity with advisor transition frameworks and the compliance and registration steps that come with them.

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
- 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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