GM, Investment Platform

Savvy Wealth • New York, NY

2d • Onsite

About The Position

Savvy Wealth is transforming the wealth management industry, which is currently archaic and inefficient with low technology penetration. Many financial advisors still rely on manual processes and lack digital communication tools, leading to poor client experiences and significant time spent on non-client facing tasks. Savvy offers a digital-first solution that modernizes financial advice through AI-powered software, automated sales and marketing, and seamless back-office workflows. The company has secured over $105M in funding from top investors and boasts a team with experience from leading tech companies and financial institutions. Savvy is experiencing rapid growth, with over $5.1 billion in AUM in less than three years and over 600% growth in the last 18 months. The company is entering a new phase focused on expanding its product offerings and continuing revenue growth.

Requirements

• 5-8+ years of experience in product management, general management, or strategy & operations roles with demonstrated P&L or metric ownership
• Proven track record of taking a product or business line from 0 → 1 or accelerating growth of a high-potential business
• Experience driving outcomes in cross-functional environments where you didn't have formal authority over all required teams
• Strong commercial instincts, you understand what drives sales, adoption, and customer behavior
• Comfortable with data and analytics; you use numbers to diagnose problems and measure progress
• Demonstrated ability to leverage AI tools to 10x productivity and build agentic workflows that operate autonomously
• High ownership, urgency, and accountability, you don't wait for perfect information or explicit permission

Nice To Haves

• Experience in fintech, wealth management, financial services, or B2B SaaS
• Background in consulting (e.g., MBB) transitioning into product or operations roles
• Experience working in high-growth startups or building businesses within larger organizations
• Familiarity with investment products, wealth management go-to-market motions, or managed portfolios
• Experience building AI-native workflows, prompt engineering, or deploying AI agents in a business context

Responsibilities

• Own the adoption of Savvy’s investment management products
• Drive adoption across both new and existing customers
• Deploy AI-assisted experimentation rapidly across all parts of the funnel
• Build and maintain a clear model of the business: understand unit economics, conversion rates, and bottlenecks using data analytics and AI-driven insights
• Optimize unit economics and profitability of the investment management product line
• Get buy-in and drive execution across Sales, Product, Operations, Marketing, and Engineering teams
• Partner with the Investment Team to translate investment offerings into compelling go-to-market strategies
• Work with Product and Engineering to prioritize roadmap decisions that unlock growth and automation opportunities
• Collaborate with Sales and Marketing to build enablement materials, refine messaging, and improve conversion
• Test, learn, and iterate quickly. Run experiments across positioning, pricing, onboarding, enablement, and sales motions leveraging AI to accelerate testing cycles and surface insights faster
• Gather and synthesize feedback from advisors, sales teams, and operations to inform strategy
• Make data-driven decisions on where to double down and where to cut losses
• Build repeatable playbooks and agentic workflows that scale without linear headcount growth
• Translate ambiguous mandates into concrete execution plans with clear milestones
• Communicate progress, challenges, and learnings to leadership with clarity
• Identify and eliminate blockers through automation, AI tooling, or process redesign
• Scale what works without breaking it

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed