Savvy Wealth is a registered investment advisor building a modern, AI-native platform for independent financial advisors. The company provides advisors with a technology platform and client portal, marketing, investment management, and client services. Savvy describes itself as a Series C company with 170+ people and $200M raised. The Product Lead owns a product area from customer discovery through revenue outcomes, including vision, roadmap, execution, launch, and ongoing measurement. The area may involve AI for back-office operations, advisor-facing tools, growth, or the underlying platform. The role collaborates across engineering, design, data, sales, marketing, and operations, and contributes to how product work is done at an AI-native company.
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Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed