Product Manager, Advisor Experience

Savvy Wealth; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary and equity

Unlimited PTO

Medical, dental, and vision plans

Company 401(k), HSA/FSA plans

NYC office in Manhattan

Lunch and snacks provided

Mental health support

Counseling services

Job summary

Savvy Wealth is seeking a Product Manager to shape the product direction for a fast-growing AI-native wealth management platform. You will identify market opportunities, define the roadmap, and collaborate with engineering, design, and business partners to drive execution.

You will own end-to-end product initiatives, craft clear requirements, and help expand value to advisors and clients. A founder mindset and comfort navigating ambiguity are a plus.

Qualifications

• 3+ years of product management experience.
• 1+ year at a high growth tech startup.
• Experience at Series A–D startup.
• Experience with engineers and designers on B2B software products.
• Led at least one successful product/business line at a high growth startup.
• Strong business, design, and technical sense; experience using AI tools.

Responsibilities

• Identify market opportunities and craft product vision and strategy.
• Define actionable roadmap with clear prioritization.
• Write product specifications for cross-functional teams.
• Own end-to-end projects and ship high-quality products.
• Collaborate with engineers and designers to drive projects to completion.
• Develop product messaging for different audiences.
• Evaluate product success using metrics and feedback.
• Foster cross-functional collaboration and alignment.

Skills

Product management

Startup experience

B2B software

Cross-functional leadership

Product leadership

AI tools (Cursor/Claude)

Education

BS/MS in CS/Engineering

Tools

Cursor

Claude

Claude Code

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.

We’re a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

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:

The 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:

• 3+ years of product management experience.
• 1+ years of experience at a high growth tech startup.
• Experience working at a Series A - Series D startup
• Experience working with engineers and designers in developing B2B (or B2B2C) software products.
• Led at least one successful product/business line at a high growth tech startup.
• Strong business, design, and technical sense and point of view
• Experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.)

Nice to have:

• Experience working at technology-enabled services companies.
• Experience working with internal stakeholders, specifically within the fintech space
• 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 - PMs that do well at Savvy have an entrepreneurial mindset and always consider their ownership of their product lines when making decisions

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) 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)