Savvy Wealth

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.

• Conduct proactive outbound prospecting to identify and engage potential financial advisors • Research and analyze target companies and industries to understand their needs and challenges • Initiate contact with financial advisors through cold calls, emails, and social media outreach • Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements • Maintain accurate and up-to-date records of lead interactions and account information in our CRM system • Stay up-to-date on industry trends, best practices, and competitive talent landscapes • Assist in the development and implementation of recruiting strategies and initiatives

• Oversee the preparation and execution of 3(21) and 3(38) investment advisory agreements, ensuring all plan information is pre-filled accurately and appendixes are completed before sending for signature. • Serve as the main point of contact for setting up the firm with new recordkeepers. • Coordinate the gathering of client and advisor signatures via DocuSign or physical wet signatures and ensure completed forms are successfully processed by the counterparty. • Establish and maintain data feeds between recordkeepers and our internal reporting systems. • Manage fee schedules, track down fee statements, and reconcile fees received to ensure accurate billing across all corporate accounts. • Act as the internal go-to resource for advisors regarding 401k plan design, administration, and ERISA compliance questions. • Refine internal workflows for 401k operations, maintaining and updating process documentation as the firm scales. • Assist in ensuring all plan activities comply with ERISA, DOL, and IRS regulations.