---
title: 'Staff Application and AI Security Engineer at Savvy Wealth'
canonical: 'https://feeny.ai/job/staff-application-and-ai-security-engineer-savvy-wealth-new-york-qkfg3p2ew1sv'
type: 'job'
last_seen: '2026-10-17'
---

# Staff Application and AI Security Engineer 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/7ef904d4-8dbf-4ad6-8bf7-328c6f72e644

## 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 are seeking a Senior Application Security Engineer to join Savvy Wealth at our NYC headquarters as our first dedicated security hire. This is a hands-on, in-the-weeds engineering role. You will execute the security strategy set by our Director of IT & Information Security and our CTO, with day-to-day work centered on identifying vulnerabilities, remediating them, and closing the longer-term gaps that make us exposed, both in our product and in the SaaS tools our teams use every day. Savvy is an AI-forward company. Most of our engineering is AI-assisted, and we enable people across the business, including non-technical roles, to build with AI coding tools. That enablement is a core part of how we work, and we intend to keep it. Your job is to make it safe: setting security hygiene standards in our codebases, building guardrails around AI-assisted development, and partnering closely with our internal AI team so that speed and security move together. You will make the secure path the easy path. This role is deliberately not a compliance or GRC position. There are no audits to run, no certifications to chase, and no questionnaires to fill out. This is purely technical security work: finding and eliminating the vectors that make us vulnerable.

Responsibilities:

- Own vulnerability management end to end: identify, triage, prioritize by real-world risk, and drive remediation to closure across our product, codebases, and cloud infrastructure (AWS, GCP, Cloudflare)
- Build and operate our AppSec tooling pipeline: secrets scanning in CI and at the git layer, SCA/dependency scanning with triage SLAs, and SAST rollout on our most sensitive repos, tuned for signal over noise
- Set and enforce security hygiene standards within our codebases, including code review standards that explicitly account for AI-generated code (authorship transparency, mandatory human review on security-sensitive paths)
- Partner with our internal AI team to design guardrails that keep AI-assisted development, including vibe coding by non-technical builders, safe by default: sanctioned tooling, data handling boundaries, dependency vetting, and secure defaults for AI-built integrations
- Secure the SaaS stack: harden configurations, review OAuth grants and third-party integrations, reduce misconfiguration risk across platforms like Google Workspace, GitHub, Rippling, and Slack
- Help establish conditional access and identity-layer controls in partnership with IT (SSO, phishing-resistant MFA, managed-device posture)
- Define cloud and SaaS configuration baselines for the infrastructure footprint we operate
- Contribute to detection and response readiness: high-signal detections (new OAuth grants, mass code-host downloads, credential anomalies) and participate in incident response when needed
- Work cross-functionally with Engineering, IT, and the internal AI team; clearly articulate risk, remediation paths, and tradeoffs to both technical and non-technical stakeholders

Must have:

- 5+ years of hands-on security engineering experience, with significant time in application security or product security
- Strong software engineering fundamentals; comfortable reading, writing, and remediating code, not just filing findings
- Track record of enforcing security across technical and non-technical teams without slowing anyone down. The goal isn't to restrict how people work, it's to keep us safe while they keep working the way they need to.
- Experience embedding security into existing workflows rather than bolting it on
- Deep experience with the modern AppSec toolchain: secrets scanning, SCA/dependency scanning, SAST, and CI/CD security integration (GitHub-centric)
- Practical experience securing SaaS environments: OAuth and third-party app review, configuration hardening, and least-privilege access design
- Working knowledge of cloud security across AWS and/or GCP, and edge/CDN security (Cloudflare)
- A pragmatic, risk-based mindset: you prioritize by what actually gets exploited, ship iteratively, and avoid drowning teams in noise
- Strong perspective on AI-assisted development security: you understand how AI coding tools change the shape of AppSec risk (hallucinated dependencies, leaked secrets, insecure patterns at scale) and how to build guardrails without killing velocity
- Excellent communication skills and ability to work independently in a fast-paced environment
- Strong writing skills; Savvy is a written culture

Nice to have:

- Experience building security programs at an early-to-mid stage company, taking a function from reactive to systematic
- Experience with SaaS security posture management, CSPM, or identity threat detection
- Familiarity with securing LLM-based tooling, agentic workflows, or internal AI platforms
- Detection engineering experience (SIEM/MDR, high-signal alerting)
- Fintech or financial services environment experience
- Offensive security background (pentesting, bug bounty, red team) that informs how you defend

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)

## Other roles at Savvy Wealth

- [Portfolio and Trading Associate](https://feeny.ai/job/portfolio-and-trading-associate-savvy-wealth-new-york-32wsspqbejg3) — New York, NY
- [Sr. Deployment Strategist](https://feeny.ai/job/sr-deployment-strategist-savvy-wealth-new-york-4wx0gycj42cg) — New York, NY
- [Strategy & Operations Manager - Brokerage](https://feeny.ai/job/strategy-operations-manager-brokerage-savvy-wealth-new-york-3kpbrwdb8gc1) — New York, NY
- [Senior Strategy & Operations Manager - Finance](https://feeny.ai/job/senior-strategy-operations-manager-finance-savvy-wealth-new-york-gn80e6vcaxvh) — New York, NY
- [Strategy & Operations Manager - AI](https://feeny.ai/job/strategy-operations-manager-ai-savvy-wealth-new-york-3kh2ys5y543z) — New York, NY
- [Strategic Growth Partner (NYC)](https://feeny.ai/job/strategic-growth-partner-nyc-savvy-wealth-new-york-5wa92gt5fe39) — New York, NY
- [Strategic Growth Manager (Account Executive)](https://feeny.ai/job/strategic-growth-manager-account-executive-savvy-wealth-united-states-wr8tecqbf8wm) — United States
- [Senior Strategy & Operations Manager - Brokerage](https://feeny.ai/job/senior-strategy-operations-manager-brokerage-savvy-wealth-new-york-5w06fv7dhaq5) — New York, NY
- [Senior Strategic Growth Partner](https://feeny.ai/job/senior-strategic-growth-partner-savvy-wealth-united-states-d4q6vmpr6ae7) — United States
- [Senior Client Associate (West Coast)](https://feeny.ai/job/senior-client-associate-west-coast-savvy-wealth-united-states-1g7za4njx190) — United States