AI-First Product Lead, Wealth Tech

Savvy; New York (NY); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Competitive salary and equity package

Relocation to NYC office

Unlimited PTO & holidays

Medical, dental, vision plans

401(k) with Mega backdoor Roth

Office in Union Square

Lunch & snacks; dinner overtime

Mental health care access

Counseling for work-life support

Job summary

Savvy Wealth is seeking a product leader to own a key business area from first customer conversation to revenue. You will collaborate with engineering, design, data, and go-to-market teams to drive AI-powered tools and platforms for advisors, with a focus on monetization and growth.

The role emphasizes customer proximity, rapid prototyping, and strong commercial sense, in a fast-growing fintech environment with a NYC office.

Qualifications

• 5+ years in product management or equivalent experience in startups.
• AI first approach; daily use of Claude/related tools.
• Understanding of AI products: prompting, retrieval, evals.
• Commercial chops: pricing, unit economics, GTM strategies.
• Strong product sense and ability to challenge engineers.
• Comfort with data; ability to spot data quality issues.
• Clear written and verbal communication; ownership mindset.

Responsibilities

• Own vision, strategy, and roadmap for your area from idea to revenue.
• Engage closely with customers; prioritize problems worth solving.
• Prototype quickly with Claude Code or Cursor before sprints.
• Lead cross-functional team across engineering, design, data, sales, marketing, and ops.
• Define and track success metrics; understand cost and monetization.
• Write concise specs ready for decision-makers.
• Shape product effectiveness in an AI-native company.

Skills

Product management

AI product

Pricing & GTM

Data-driven

Communication

Tools

Claude

Claude Code

Cursor

Job description

Savvy Wealth is seeking a product leader to own a key business area from first customer conversation to revenue. You will collaborate with engineering, design, data, and go-to-market teams to drive AI-powered tools and platforms for advisors, with a focus on monetization and growth.

The role emphasizes customer proximity, rapid prototyping, and strong commercial sense, in a fast-growing fintech environment with a NYC office.