---
title: "Savvy Wealth"
canonical: "https://www.metaintro.com/company/savvy-wealth"
language: "en"
industry: "Investment Management"
headquarters: "New York"
website: "https://www.savvywealth.com/"
open_roles: 30
---

# Savvy Wealth

Discover the story behind Savvy Wealth. Learn how our modern, technology-enabled platform empowers financial advisors to deliver personalized, real-time advice and elevate the client experience.

## Open roles

- [Sr. Onboarding Consultant](https://www.metaintro.com/job/sr-onboarding-consultant-at-savvy-wealth-1c3b5917-4c8a-5cea-bb2b-829d75505e00) — New York, New York, United States, Hybrid
- [Senior Data Architect](https://www.metaintro.com/job/senior-data-architect-at-savvy-wealth-2d37f2d3-df53-5386-a556-c6fded4a87a2) — New York, New York, United States, Hybrid
- [Sr. Client Transition Specialist](https://www.metaintro.com/job/sr-client-transition-specialist-at-savvy-wealth-c87fac00-cd7b-56a4-9aea-e9ae365d70f7) — New York, New York, United States, Remote
- [Sr. Implementation Consultant](https://www.metaintro.com/job/senior-advisor-onboarding-manager-at-savvy-8e96a7f6-3905-59bf-beb4-bd944214d970) — New York, New York, United States, Hybrid
- [Director, Strategic Growth](https://www.metaintro.com/job/director-strategic-growth-at-savvy-42c4d3da-e6b3-5a6a-ad33-b2fc0efdc41b) — New York, New York, United States, Remote
- [Senior Talent Partner](https://www.metaintro.com/job/senior-talent-partner-at-savvy-8c8ed375-a246-59b7-bae5-4c59628e4478) — New York, New York, United States, Hybrid
- [Senior Software Engineer (Remote LATAM)](https://www.metaintro.com/job/senior-software-engineer-remote-latam-at-savvy-wealth-acfd2cc4-7c4c-55b1-9755-a4aa91a57528) — São Paulo, São Paulo, Brazil, Brazil, Mexico, Remote
- [Senior Strategy & Operations Manager - Brokerage](https://www.metaintro.com/job/senior-brokerage-operations-manager-at-savvy-f292538b-ac3e-5185-8b31-2cca455a2d28) — New York, New York, United States, Hybrid

[View all 30 roles](https://www.metaintro.com/company/savvy-wealth/jobs/all)

## AI launches and partners

What Savvy Wealth has launched and who it works with on AI.

- **AI models** (Launch): Every AI model Savvy uses operates under zero data retention, and no client data is used to train external models.
- **AI-native platform** (Launch): Savvy offers an AI-native platform that consolidates 20+ vendors.
- **AI email drafts and summaries** (Launch): Savvy’s dashboard includes AI email drafts and summaries.
- **AI-powered CRM** (Launch): The platform includes an AI-powered CRM.

## Skills they ask for

Most frequent across open postings.

### Most requested skills

- AI tools
- Project management
- Coding agents

### Tech stack

- **Libraries:** GSAP, jQuery
- **CMS:** HubSpot CMS
- **Analytics:** Google Tag Manager, Google Analytics 4
- **Marketing:** HubSpot
- **CDN:** Amazon CloudFront, jsDelivr

## Similar companies

Companies in the same industry as Savvy Wealth that are hiring now.

- [Thales](https://www.metaintro.com/company/thales) — 3,660 open roles
- [State Street](https://www.metaintro.com/company/state-street) — 2,495 open roles
- [BNY](https://www.metaintro.com/company/bny) — 1,334 open roles
- [Stripe](https://www.metaintro.com/company/stripe) — 711 open roles
- [UBS](https://www.metaintro.com/company/ubs) — 669 open roles
- [LPL Financial](https://www.metaintro.com/company/lpl-financial) — 582 open roles

## Questions about Savvy Wealth

### Is Savvy Wealth hiring?

Yes. As of November 5, 2026, Savvy Wealth has 30 open roles on Metaintro. 16 were posted in the last 30 days. The most are in Operations Management (8), Finance (4), and Developer (3).

### Where is Savvy Wealth hiring?

Savvy Wealth is hiring in New York, Brazil, Mexico, and São Paulo, with the most open roles in New York.

### Does Savvy Wealth offer remote or hybrid work?

67% of open roles are hybrid and 10% are remote.

### What skills does Savvy Wealth look for?

Its open roles most often ask for AI tools, Project management, and Coding agents.