About Savvy Wealth

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition

We're a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek's America's Greatest Startup Workplaces (2026)

Fortune Best Workplaces in New York™ (2026)

Great Place to Work Certified™

The Role

This is a unique opportunity to build and own Savvy’s enablement engine so Sales and Operations employees ramp faster, stay proficient as the business evolves, and consistently execute at a high level. You will own the end-to-end development of translating complex products, processes, and tools into practical, engaging training that improves employee performance and reduces the burden on functional leaders.

You’ll work closely with leaders and subject-matter experts across the business to identify capability gaps, build scalable learning solutions, and measure whether those programs are actually changing behavior and improving performance. You’ll also play a key role in how Savvy uses AI to scale enablement and help our teams incorporate AI more effectively into their day-to-day work.

Responsibilities

Own onboarding and ramp programs for core Sales and Operations teams, including developing curricula, milestones, practice opportunities, and clear proficiency standards

Build and manage Savvy’s ongoing enablement program, including recurring training, refreshers, certifications, coaching resources, and targeted interventions based on performance gaps

Partner with Sales, Operations, Product, Product Marketing, and other subject-matter experts to translate complex products, processes, and launches into practical, role-specific training

Diagnose capability and performance gaps across teams and determine when enablement can meaningfully improve employee performance

Create engaging training experiences that emphasize practice, application, and behavior change rather than passive content consumption

Establish and track metrics across ramp time, proficiency, training effectiveness, adoption, productivity, and downstream business outcomes

Build scalable systems that capture institutional knowledge from functional leaders and SMEs without requiring them to repeatedly build and facilitate training themselves

Use AI to increase the quality, personalization, and scalability of enablement through tools such as simulations, role plays, coaching resources, and learning content