Product Manager

Savvy Wealth is reinventing wealth management with an AI-native platform and services for independent financial advisors. The Product Manager will identify market opportunities, define product vision and strategy, prioritize the roadmap, and lead products from inception through production. The role partners closely with engineering, design, and cross-functional teams to deliver high-quality products and drive measurable outcomes.

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

Preferred

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

Technology-Enabled Services Experience

Fintech Experience

Computer Science Degree

Engineering Degree

Technical Degree

Technology Company Founder Experience

Product Line Ownership

Entrepreneurial Mindset

Ownership Mindset

Stakeholder Collaboration

Benefits

Equity package

Unlimited PTO and paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k), including Mega backdoor Roth options

Commuter plans

HSA/FSA plans

Lunch and snacks provided in the office, and dinner if you stay late

Access to virtual mental health care through Spring Health

Health concierge through Rightway

Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP

Company

Wealth management platform for independent financial advisors

New York, New York, USA

https://savvywealth.com/

Founded in 2021

51-200 employees

Qualifications

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.)

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

3+ years of product management experience.

1+ years of experience at a high growth tech startup.

Required skills

Product Management, B2B Software Product Development, B2B2C Software Product Development, Product Strategy, Product Roadmapping, User Research, Product Specifications, Product Metrics, AI Tools Cursor, AI Tools Claude, AI Tools Claude Code, Fintech

Preferred skills

Experience working at technology-enabled services companies

Experience

3+ years