Job Description
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 $2.2 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!
The Role:
The Senior Manager, AI Solutions will be a pivotal role focused exclusively on uncovering and implementing AI and automation solutions across the Operations organization. This individual will conduct thorough research & discovery, uncover opportunities, build compelling business cases, secure cross-functional support, and lead the testing and implementation of AI initiatives within internal teams. As an individual contributor, this person will collaborate closely with various internal leaders to drive meaningful change through AI and automation. This person will report to Savvy’s Chief Operating Officer but is expected to work closely with functional leaders across the Operations team. If you are a tinkerer who is passionate about AI, this role is for you.
Responsibilities:
Identify and explore potential AI and automation applications that align with our business goals.
Evaluate and prioritize AI opportunities based on potential impact and feasibility.
Build robust business cases for AI projects, highlighting benefits, costs, and ROI.
Collaborate with leaders from different departments to secure support and alignment for AI initiatives.
Lead the execution of AI projects, from planning to deployment, ensuring they meet desired outcomes.
Design and conduct tests to validate the effectiveness of AI solutions, making necessary adjustments based on feedback and results.
Stay abreast of AI advancements and continuously seek ways to integrate cutting-edge technologies into our operations.
Must have:
Minimum of 5 years in technology, management consulting, or similar industries as a project/product manager. Experience in a startup and/or with AI implementation is highly desirable.
Bachelor’s degree in a quantitative field such as Computer Science, Data Science, Engineering, or Business Administration. Advanced degree preferred.
Strong knowledge of AI and machine learning frameworks, tools, and methodologies. Proficiency in programming languages is preferred.
Significant experience leveraging low-code/no-code tools to implement scalable solutions.
Excellent problem-solving skills with the ability to conduct detailed quantitative and qualitative analysis.
Demonstrated experience in managing projects from conception through to completion, including stakeholder management and communication.
Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and present complex ideas to non-technical stakeholders.
A proactive and innovative thinker with a passion for leveraging AI to solve business challenges and drive growth.
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves and have an incredible ownership mentality.
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously.
Nice to have:
Prior work experience in the wealth management industry.
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)
Compensation Range: $150K - $180K
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 $2.2 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!
The Role:
The Senior Manager, AI Solutions will be a pivotal role focused exclusively on uncovering and implementing AI and automation solutions across the Operations organization. This individual will conduct thorough research & discovery, uncover opportunities, build compelling business cases, secure cross-functional support, and lead the testing and implementation of AI initiatives within internal teams. As an individual contributor, this person will collaborate closely with various internal leaders to drive meaningful change through AI and automation. This person will report to Savvy’s Chief Operating Officer but is expected to work closely with functional leaders across the Operations team. If you are a tinkerer who is passionate about AI, this role is for you.
Responsibilities:
Identify and explore potential AI and automation applications that align with our business goals.
Evaluate and prioritize AI opportunities based on potential impact and feasibility.
Build robust business cases for AI projects, highlighting benefits, costs, and ROI.
Collaborate with leaders from different departments to secure support and alignment for AI initiatives.
Lead the execution of AI projects, from planning to deployment, ensuring they meet desired outcomes.
Design and conduct tests to validate the effectiveness of AI solutions, making necessary adjustments based on feedback and results.
Stay abreast of AI advancements and continuously seek ways to integrate cutting-edge technologies into our operations.
Must have:
Minimum of 5 years in technology, management consulting, or similar industries as a project/product manager. Experience in a startup and/or with AI implementation is highly desirable.
Bachelor’s degree in a quantitative field such as Computer Science, Data Science, Engineering, or Business Administration. Advanced degree preferred.
Strong knowledge of AI and machine learning frameworks, tools, and methodologies. Proficiency in programming languages is preferred.
Significant experience leveraging low-code/no-code tools to implement scalable solutions.
Excellent problem-solving skills with the ability to conduct detailed quantitative and qualitative analysis.
Demonstrated experience in managing projects from conception through to completion, including stakeholder management and communication.
Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and present complex ideas to non-technical stakeholders.
A proactive and innovative thinker with a passion for leveraging AI to solve business challenges and drive growth.
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves and have an incredible ownership mentality.
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously.
Nice to have:
Prior work experience in the wealth management industry.
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)
Compensation Range: $150K - $180K
💡 Quick Summary
Seeking a career-building opportunity? The Senior AI Solutions Manager position is now open for candidates interested in the Back Office Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
