Senior Product Manager

Savvy Wealth · Remote

Posted
6 days ago
Last confirmed live
1 day ago

What this role involves

Savvy is a Series B wealth management company that partners with financial advisors. This role is for a Senior Product Manager to own the family office strategy, deciding which services beyond investment management to offer and managing the partner ecosystem. The role involves making build-vs-buy-vs-partner decisions for services like tax and estate.

Skills this posting asks for

  • product management
  • partner management
  • build vs buy
  • financial services
  • wealth management
  • family office
  • tax
  • estate
  • trust
  • insurance
  • lending
  • giving
  • ai
  • claude
  • roadmap
  • strategy
  • contracts
  • integrations

Requirements

  • Level: senior

From the employer’s posting

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 Malh…

Read the full description on Savvy Wealth’s careers page

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