Full-Time

Senior Engineering Manager

Savvy

Savvy

201-500 employees

Technology-powered wealth management platform for advisors

Compensation Overview

$200k - $265k/yr

+ Equity

New York, NY, USA

Hybrid

Hybrid work model with NYC office; team spans NYC and LatAm time zones.

Category
Engineering Management (1)
Required Skills
Agile
Requirements
  • 3+ years as an engineering manager at a mid-size, scaling startup (typically Series A–C), managing both technical execution and people (performance, hiring, firing)
  • Managed a team of at least 4-6+ engineers directly.
  • Background of 3+ years as a fullstack or backend engineer so that you are strong enough to dive into technical details, guide system design decisions, and mentor your team.
  • A delivery & execution-focused mindset, with clear awareness of your impact as an engineering leader.
  • Passion for enabling teams while holding them accountable for execution.
  • Experience on product-focused teams (shipping user-facing features) vs. solely infrastructure/platform teams.
  • Excited to grow with Savvy from Series B to later stages.
Responsibilities
  • Drive execution & delivery: own technical project management, ensure projects are well scoped, deadlines are met, and quality is high.
  • Partner closely with our product and design teams to scope project feasibility and estimates.
  • Be a force multiplier: unblock engineers, help them grow, and maintain a high-performing culture that’s accountable to impact and delivery.
  • Lead & grow an engineering team (6+ direct reports), providing coaching, feedback, and career development, as well as managing performance, hiring, and when needed, making tough calls.
  • Wear multiple hats: step into product leadership when needed, meet with customers and prospects, and collaborate cross-functionally with sales, operations, compliance, and leadership.
  • Shape our engineering culture: help us scale from Series B to beyond, putting the right processes in place without heavy bureaucracy. Make sure your team feels empowered to deliver impact at high velocity.
Desired Qualifications
  • Experience leading hybrid teams (we are a mix of in-person + remote across NYC and LatAm time zones).
  • Fintech or other compliance-heavy industry experience.
  • Exposure to infrastructure, data, or related technical areas.
  • Interest in being a future founder.

SavvyWealth provides wealth management services for individuals, foundations, and endowments using an all-in-one, technology-powered platform for financial advisors. It combines proprietary technology and automation to offer Personal Direct Indexing, Global Equity Research, Financial Planning & Analysis, and Estate & Trust Planning. The platform helps advisors automate lead generation, streamline a client’s financial life, and grow advisory revenue, while serving a diverse client base across multiple cities; it also partners with LeverageRx to help healthcare professionals find affordable disability insurance and competitive loan rates. Its goal is to enable advisors to deliver personalized, scalable advice and increase the value of their practices.

Company Size

201-500

Company Stage

Series B

Total Funding

$112.8M

Headquarters

New York City, New York

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • AUM grew 5x to $6B in one year with 4.5x advisor growth.
  • Mark Casady joining board validates AI-augmented advisory as industry future.
  • Advisors reduce non-client work from 70% to focus on revenue growth.

What critics are saying

  • OpenAI GPT-5 Finance Edition commoditizes proprietary tech within 6-12 months.
  • SEC AI oversight directive triggers compliance audits halting advisor onboarding.
  • Betterment's superior scenario modeling causes 20-30% advisor defection in 6-12 months.

What makes Savvy unique

  • Savvy Intelligence unifies real-time client data across investments, tax, and plans.
  • Financial Planning Agent compresses hours of scenario modeling into minutes.
  • Multi-custodial integration with Schwab and Fidelity eliminates reconciliation delays.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Health Savings Account/Flexible Spending Account

Meal Benefits

Parental Leave

Mental Health Support

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

0%

2 year growth

1%
Business Wire
Feb 16th, 2026
Savvy Advisors Adds Colorado Wealth Group, Surpassing 4.5x Growth YOY

With the onboarding of CWG and several other notable advisor teams, Savvy has surpassed 4.5x growth over the last year.

CityBiz
Sep 23rd, 2025
Savvy Wealth Appoints Anshul Sharma as CIO

Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the appointment of Anshul Sharma as chief investment officer.

StreetInsider
Jul 3rd, 2025
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Former LPL Financial CEO and Chairman Mark Casady participates in companys Series B funding round, joins its Board of Directors to help build the future of wealth...

FinSMEs
Jul 2nd, 2025
Savvy Wealth Raises $72 in Series B Funding

Savvy Wealth, a NYC-based provider of a digital-first platform for financial advisors centered around optimizing human financial advice, raised $72M in Series B funding.

StreetInsider
Jul 2nd, 2025
Savvy Wealth Raises $72M for AI-Driven Advice

Savvy Wealth raised $72 million in a Series B round led by Industry Ventures, with participation from new and existing investors. Former LPL Financial CEO Mark Casady joins Savvy's Board. The funding will enhance AI-driven financial advisory services, expand recruitment, and accelerate tech development. Savvy's assets under management have grown 500% since 2024, recently surpassing $2 billion. The firm aims to integrate comprehensive financial services for high-net-worth clients.