Savvy Wealth

• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers. • Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays. • Run data preparation and validation to ensure accuracy • Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule. • Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions. • Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment. • Monitor and report on transition progress and flag risk situations early. • Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.

Title: Senior Manager, Client Marketing Location: NYC Department: Marketing 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), Small & Medium Companies - Great Place to Work Certified™ The Role: Client Marketing at Savvy is one of the core reasons advisors choose us and stay. We run an embedded marketing services team that works directly with each advisor: dedicated support, campaigns built around their niche and audience, and a paid media program that extends their reach. It's a differentiator in the market and a direct driver of AUM growth. We're hiring a Senior Manager, Client Marketing to own the quality, scalability, and strategic direction of this function. As the team grows with our advisor base, the work has to scale with it without losing the bespoke experience advisors expect. This role is the lever that makes that happen. And increasingly, it's about using AI and automation to expand what the team can deliver, so we can support more advisors and help drive more growth for them as we scale. Responsibilities: - Lead and develop the Client Marketing team: managers, associates, and a growth marketing function focused on paid media programs across the advisor base. - Oversee function-wide strategic planning, capacity planning, own the team performance system, and training and development for your managers and ICs. - Own campaign quality and playbook development across every campaign type the team runs: branding and DBA launches, lead generation, webinars, in-person events, content, and advisor onboarding. You set the standard for what great looks like in each category and build the playbooks that make execution more consistent and scalable. - Build and scale the growth marketing infrastructure that helps advisors grow their business through paid efforts: own the program strategy, manage budgets and spend allocation, and build the systems that make paid marketing a repeatable, scalable growth channel for the advisor base. - Own senior XFN relationships across Advisor Success, Growth, Product, and Compliance. On the sales side, you're in the room with top prospects representing what the marketing offering looks like and why it's a competitive advantage for their practice. - Evolve the service model over time: identify where AI and automation can extend the team's capacity and help advisors grow, without compromising the quality advisors experience. You'll have the latitude to experiment with new models for an embedded marketing services team. Must Have: - 7+ years in marketing with meaningful time leading client-facing or services-oriented marketing teams; you've built delivery ratios, managed workload across a team, and know how to maintain quality at scale - Strong creative instincts grounded in what performs: when a campaign is technically correct but creatively mediocre, you catch it; when an advisor is asking for something that won't work for their audience, you redirect them - Proficiency in building AI-native marketing workflows and a track record of experimenting with new tooling - Experience managing paid marketing programs, budgets, and spend allocation: you've owned paid media investment decisions, understand how to evaluate performance across channels, and know how to build a program that scales - Strong operator: you build systems and hold teams to them, you run tight reviews, and you don't let loops stay open - Comfortable representing marketing in a sales conversation with a prospective advisor: specific, credible, and able to speak to what you'd build for them on day one Nice to Have: - Background in financial services, wealth management, or fintech - Experience scaling a marketing services or client success function inside a high-growth platform - Experience in a compliance-regulated environment: you know how to move fast inside a compliance framework and build around it rather than treating it as a blocker - Familiarity with paid social platforms (Meta, Google, LinkedIn) 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)

• Build and grow your own firm, powered by Savvy's platform and resources • Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools • Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management • Prepare and present comprehensive financial plans that cut through complexity for clients • Design, implement, and monitor long-term investment portfolios and asset allocations • Act as a design partner to Savvy's Product team — your feedback shapes the platform • Help vet and inspire other top advisors to join the Savvy network

• Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships. • Own best-in-class execution of all client tasks, requests and inquiries in a timely manner. • Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience. • Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers. • Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks. • Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more. • Create and maintain client data in Salesforce and other systems. • Ensure Savvy is adhering to all required compliance policies and procedures. • Protect clients by maintaining confidentiality of all personal and financial information.

Title: Product Designer Location NYC Office Employment Type Full time Location Type Hybrid Department R&D Compensation - $155K – $180K • Offers Equity 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). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale! The Role: As a Product Designer, you'll own the end-to-end journey that defines how advisors and clients understand, engage with, and feel about their financial lives. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence. This is a high-impact role where we’re looking for someone with a high slope. You will co-lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with other design partners and stakeholders across product, engineering, operations, and advisors. How you’ll make an impact: - Design complex end-to-end experiences - Partner with Senior Product Designers and Product Management and own major initiatives from research and discovery through high-fidelity execution and launch - Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities. - Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind. - Bring human signals into the product - Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement. - Apply and evolve design patterns thoughtfully - Leverage Savvy’s design system and established interaction patterns to create cohesive experiences. - Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration. - Research and discovery - Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc). - Translate research insights into clear product recommendations and design decisions. - Embrace and evolve our culture - Contribute to a culture of thoughtful critique, high standards, and low ego collaboration. - Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability. - Model curiosity, adaptability, and resilience in a fast-paced, evolving environment. We’re excited about you because: Must Have - You have 2-5 years of experience in product design, preferably in a fast-paced B2C startup environment. - You have experience designing complex systems working shoulder-to-shoulder with other teams - You have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail. - You pride yourself in strong interaction design or brand skills - You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making. - You love backing your work with research, knowing that research pays dividends in translating insights into product decisions - You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions. - You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences - You are a team player who’s invested in shaping the future of wealth management Nice to Have - Experience designing in fintech, wealth management, or other high-trust, high-stakes domains 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)

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 $5.1 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! "Test Job." 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)

• Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. • Produce high-quality, production-ready, readable, maintainable code • Work cross functionally with product leadership, design, and business partners to deliver the best product.

• Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. • Produce high-quality, production-ready, readable, maintainable code • Work cross functionally with product leadership, design, and business partners to deliver the best product.