Product Manager, Advisor Experience at Savvy Wealth | NY, US | Rezi

Product Manager, Advisor Experience at Savvy Wealth

Product Manager, Advisor Experience

Savvy Wealth · NY, US

2 weeks ago

Product Manager, Advisor Experience

Savvy Wealth · NY, US

18 days ago
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About the Role

The Product Manager role is a high-impact position within a dynamic environment, responsible for identifying market opportunities, leading product strategy, and driving execution from inception to production. This role requires a proactive approach to product development and a strong focus on impactful areas within a fast-paced setting.

Responsibilities

  • Identify market opportunities and create a compelling product vision & strategy.
  • Determine and articulate actionable plans to incrementally improve the product.
  • Build and continuously update the roadmap with a clear prioritization framework.
  • Research the market, customers, and their problems through industry news, user research, and feedback synthesis.
  • Write product specifications to align teams on problem, goals, scope, metrics, and project plans.
  • Own projects end-to-end to ship high-quality products.
  • Collaborate with engineers and designers to drive projects to completion and resolve issues.
  • Develop product messaging for various audiences.
  • Evaluate product success using metrics and feedback.
  • Leverage non-software solutions when necessary.
  • Foster cross-functional collaboration and alignment on product developments.

Requirements

  • 3+ years of product management experience.
  • 1+ years of experience at a high growth tech startup.
  • Experience working at a Series A - Series D startup.
  • Experience working with engineers and designers in developing B2B (or B2B2C) software products.
  • Led at least one successful product/business line at a high growth tech startup.
  • Strong business, design, and technical sense and point of view.
  • Experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.).
  • Have a strong stance around AI usage and enablement.
  • Experience working at technology-enabled services companies.
  • Experience working with internal stakeholders, specifically within the fintech space.
  • Previously a founder of a technology company or thinking about becoming a founder in the future.

Skills

  • Product Management
  • AI tools (Cursor, Claude, Claude Code)
  • B2B/B2B2C software development
  • Roadmap development
  • User research
  • Product specification writing
  • Cross-functional collaboration
  • Entrepreneurial mindset

Location

  • NYC office

Work Type

  • Full-time

Experience Level

  • 3+ years of product management experience
  • 1+ years of experience at a high growth tech startup
  • Experience working at a Series A - Series D startup

Education Level

  • BS or MS in computer science, engineering, or other technical degree.

Benefits

  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health)
  • Health concierge (Rightway)
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the Company

  • Savvy Wealth is reinventing wealth management, an industry that still relies heavily on manual processes.
  • The company partners with experienced financial advisors, offering them a modern, AI-native platform and a business-in-a-box solution.
  • Advisors using Savvy service more households and save significant time.
  • AI is central to Savvy's operations, with proprietary AI for wealth managers and internal use of tools like Claude.
  • Savvy is a Series B company with rapid growth, backed by significant funding and recognized as a Great Place to Work.