
51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
🕒 October 22, 2025
🏢🏡 New York City – Hybrid
💵 $181k - $221k / year
⏰ Full Time
🟠 Senior
✅ Product Manager
🦅 H1B Visa Sponsor
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51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
• 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.
• 5+ years of product management experience. • 2+ years of experience at a high growth tech startup. • Experience working at B2B fintech, technology-driven financial services, and/or wealth management technology companies. • 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.
• Competitive salary and equity package • Unlimited PTO + paid company holidays • Access to best in class medical, dental, and vision plans • Company 401(k), Commuter, and HSA/FSA plans • NYC office in the heart of Manhattan • Lunch, dinner, and snacks provided in the office • Parental leave coverage and support (Tilt) • 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)
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