Senior Product Manager

Savvy Wealth is a financial technology company reinventing wealth management through an AI-native platform for independent financial advisors. The Senior Product Manager will identify market opportunities, shape product strategy and roadmaps, and lead products from inception through production while partnering with engineering, design, and cross-functional teams.

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 B2B fintech tech, technology-driven financial services, and/or wealth management technology companies

Stood up a new product line or services business from zero

Experience evaluating, negotiating with, and building relationships with vendors

Experience with RIAs and/or broker-dealers and their compliance rules

Previously a founder, or thinking about becoming one

BS/MS in computer science, engineering, or a related technical field

B2B Fintech Experience

Technology-Driven Financial Services Experience

Wealth Management Technology Experience

New Product Line Launch

Services Business Launch

Vendor Evaluation

Vendor Negotiation

Vendor Management

RIA Experience

Broker-Dealer Experience

RIA Compliance Knowledge

Broker-Dealer Compliance Knowledge

Founder Experience

Computer Science Degree

Engineering Degree

Technical Education

Relationship Building

Entrepreneurial Mindset

Benefits

Competitive salary and equity package

Unlimited PTO + paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans

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

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)

Company

Wealth management platform for independent financial advisors

New York, New York, USA

https://savvywealth.com/

Founded in 2021

51-200 employees

Qualifications

5+ years of product management experience

2+ years of experience at a high growth tech startup

Experience working with engineers and designers in developing B2B software products

Led at least one successful product/business line at a high growth tech startup

Strong business, design, and technical sense

Strong experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.)

Experience working at B2B fintech tech, technology-driven financial services, and/or wealth management technology companies

Stood up a new product line or services business from zero

Experience evaluating, negotiating with, and building relationships with vendors

Experience with RIAs and/or broker-dealers and their compliance rules

Previously a founder, or thinking about becoming one

BS/MS in computer science, engineering, or a related technical field

5+ years of product management experience.

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

Required skills

Represents the skills you have, click on the tags, B2B Software Product Development, Cursor, Claude, Claude Code, Fintech, Wealth Management Technology, RIA and Broker-Dealer Compliance, Vendor Management

Preferred skills

Stood up a new product line or services business from zero, Previously a founder, or thinking about becoming one

Experience

5+ years