Senior Product Manager

About Savvy Wealth:

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

The Senior Product Manager role is a high-impact role, you will operate in a very dynamic environment where you’ll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them.

You will play a critical role in identifying market opportunities to expand value to existing customers and build new product lines. In doing so, you will be responsible for determining which products we should build next, the scope of each product surface area, what metrics we should drive towards, and more. You will also be responsible for leading projects from inception to production while partnering closely with engineering, design, and cross functional business partners to drive strong and rapid execution.

There’s an endless amount of opportunity that we can be pursuing; yet the ability to focus and place our bets on a few highly impactful areas is how we’ll continue to win. You’ll hold the mantle in determining what those bets are and then relentlessly drive towards the finish line on a high velocity team.

In order to succeed in this role, the right candidate should be adept at navigating an ambiguous and fast-paced environment with limited guidance. You’d be a great fit if you aspire to be a future organization leader or founder.

Responsibilities:

• Identify the best market opportunities for the business to pursue and create a compelling product vision & strategy around pursuing the opportunities.

• Determine and articulate the actionable plan that will incrementally improve the product towards the product vision.

• Build and continuously update the roadmap with a clear prioritization framework and rationale to meet the goals set out.

• Research the market, customer, and the customer’s problem by keeping up to date on industry news & trends, participating in user research and discovery calls, collaborating on customer surveys, and synthesizing the firehose of customer feedback.

• Write product specifications for everyone to align on the problem to be solved, goal(s), scope of work, success metrics, project plan, and other relevant information to help engineers, designers, and cross-functional team members develop the product.

• Own projects on the roadmap end-to-end to ship high-quality products for our customers.

• Work with engineers and designers to drive projects to completion, unblocking any issues that come up along the way.

• Come up with the right messaging for products for each relevant audience (end customer, marketing, sales, etc.)

• Evaluate whether products have been successful in achieving their goals using metrics and feedback.

• Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.

• Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.

Must have:

• 5+ years of product management experience.

• 2+ years of experience at a high growth tech startup.

• Experience working at B2B fintech, technology-driven financial services, and/or wealth management technology companies.

• Experience working with engineers and designers in developing B2B software products.

• Led at least one successful product/business line at a high growth tech startup.

• Strong business, design, and technical sense.

Nice to have:

• Experience working at technology-enabled services companies.

• Experience working with broker-dealers and/or registered investment advisers and their respective compliance rules.

• BS or MS in computer science, engineering, or other technical degree.

• Previously a founder of a technology company or thinking about becoming a founder in the future.

Qualities:

• Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.

• Business sense: Strong business acumen to identify the best market opportunities to tackle. Has the ability to connect the business opportunity to the essential product initiatives that need to be done and communicate it to engineers, designers, and other cross functional partners as a way to align everyone on the goal.

• Problem solving: A systems thinker with strong problem-solving and analytical skills, capable of driving recommendations and decisions rooted in qualitative and quantitative data.

• Communication: An incredible story teller that can bring leaders, team members, and prospective customers along with them on a product journey. Has phenomenal writing skills that can distill a firehose of information into a cohesive story.

• Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.

• Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels.

• Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company.

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

• 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), vision related benefits (XP 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)