Software Engineer, Applied AI (all levels)
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!
Responsibilities
Build AI-powered product features for advisors and Savvy operations teams (e.g., copilots, skilled agents, automations, summarization, routing, extraction, recommendations), with a bias toward shipping quickly
Rapidly prototype and deliver using modern AI tooling (e.g., Claude Code, OpenAI Codex, Cursor, Devin, etc.) while maintaining high engineering standards - from using individual tools to get work done all the way up to leveraging a complex orchestration layer to string together a dozen tools to get things done even faster
Own the end-to-end product development lifecycle - identify opportunities, design solutions, ship to production, and iterate
Produce production-grade, readable, maintainable code with good testing discipline
Partner tightly with Product, Design, Data, and business stakeholders to define scope, de-risk execution, and deliver high-impact outcomes
Work directly with our customers (financial advisors) to learn their workflows and needs directly from the source
Run fast!
Level-specific expectations
Mid-level
Implement AI workflows using established patterns (prompting, tool/function calling, retrieval, evals) and improve over time
Ship well-scoped features independently; break ambiguous problems into concrete tasks
Contribute to code quality via reviews, tests, and documentation across your team
Senior
Build Savvy AI systems (RAG, classification/extraction pipelines, agentic workflows)
Establish team patterns for rapid AI development (prompt/versioning strats, eval harnesses (ours and/or with vendors), rollouts, observability, testing)
Lead projects (medium to large) end-to-end
Mentor others on best practices as they emerge
Staff
Set technical direction for applied AI across multiple product areas
Drive roadmap shaping with Engineering/Product/Design/Leadership (including CxO leadership)
Define platform primitives for AI development (shared tooling, libraries, evaluation frameworks, guardrails, cost/perf opts)
Raise the bar org-wide, even beyond the reach of engineering
Must have:
You’re in AI tools day and night, tinkering on work projects as well as personal
You've built scaling web applications with obvious business impact
System design expertiseas it applies to emerging AI software development trends, for example, system designs that maximize the use of context windows with strong separation between components
Full-stack proficiency (or evidence you can cover your gaps via AI tools)
We use Rails; React; Next, Postgres, GraphQL
Proven collaboration abilities in cross-functional startup environments with mentoring experience and strong technical communication skills
Nice to have:
Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations
Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (eg, Datadog)
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)