Job summary
Job post source
This job is directly from SAVVY
Job overview
The Principal Wealth Manager at SAVVY is a high-impact role responsible for managing high net worth client relationships and shaping the future of wealth management through fintech innovation.
Responsibilities and impact
The role involves developing client relationships, financial planning, investment strategy, portfolio management, collaborating with product and M&A teams, and training new staff.
Compensation and benefits
The position offers a competitive salary range of $100,000 to $500,000, equity, comprehensive health benefits, 401(k), unlimited PTO, relocation support, and other perks like gym reimbursement and free virtual healthcare.
Experience and skills
Candidates must have 10+ years of investment advisory experience, an active client book, and relevant certifications (Series 65, 7+66, or equivalent); fintech interest and strong communication skills are essential; tech company experience and advanced degrees are preferred.
Career development
Opportunities include influencing product development, participating in M&A efforts, and leadership in a fast-growing fintech wealth management firm.
Work environment and culture
The company culture is dynamic, fast-paced, and innovation-driven, emphasizing ownership, impact, and collaboration with a team of experienced founders and industry experts.
Company information
SAVVY is a technology-driven wealth management firm backed by top-tier VCs, focused on automating and improving wealth management through software and acquisitions of traditional firms.
Team overview
The candidate will work closely with product development, M&A teams, and other wealth managers in a collaborative environment.
Job location and travel
The job is based in New York, NY, with remote work options and an office in Manhattan.
Application process
Applicants must apply online via the provided Dover.io link.
Unique job features
This role uniquely combines active wealth management with fintech product development and business development in a rapidly growing startup environment.
Company overview
Savvy, Inc. is a technology-driven company specializing in providing innovative financial solutions for individuals and businesses. They primarily focus on leveraging advanced software and data analytics to simplify financial planning, budgeting, and investment management, generating revenue through subscription-based services and partnerships with financial institutions. Founded with a mission to make financial literacy and management accessible, Savvy has built a reputation for user-friendly platforms and cutting-edge tools. Candidates should note the company's emphasis on customer-centric design and its commitment to staying at the forefront of fintech innovation.
How to land this job
Position your resume to highlight your 10+ years of investment advisory experience and your existing client book of business, emphasizing your ability to manage high net worth portfolios effectively.
Focus on showcasing your certifications such as Series 65, Series 7 + 66 or equivalents, and your expertise in financial planning areas like tax, retirement, estate planning, and investment strategy as outlined in the job description.
Apply through multiple channels including SAVVY's corporate application link and LinkedIn to increase your chances of being noticed for the Principal Wealth Manager role.
Connect with SAVVY’s wealth management and fintech teams on LinkedIn, using ice breakers like commenting on their innovative fintech approach or asking about their experience integrating technology with traditional wealth management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment advisory,' 'financial planning,' 'client relationship management,' 'fintech,' and 'portfolio management' to ensure your application passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate applying through various platforms, tailor your resume for ATS, and identify LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and client engagement.
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