Product Lead

Savvy•New York, NY
•$206,000 - $292,000

About The Position

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.

Requirements

  • At least 5 years in product management, or experience building products as an engineer or founder; experience at a fast-growing startup is preferred. The posting notes that less experience may be acceptable for candidates who learn quickly.
  • Use Claude, Claude Code, or Cursor every day and have built real things with these tools.
  • Understand AI product concepts, including prompting, retrieval, evaluations, and when not to trust model output.
  • Have commercial skills, including comfort with pricing, unit economics, and go-to-market.
  • Demonstrate strong product judgment and enough technical depth to engage with engineers.
  • Be comfortable working with data and able to recognize when it may be misleading.
  • Communicate clearly in writing and verbally.
  • Show low ego and high ownership, with a focus on solving problems.

Nice To Haves

  • Shipped AI or LLM products to real users.
  • Experience in fintech, financial services, or wealth management.
  • Founded a company or built a product line from zero.

Responsibilities

  • Own the vision, strategy, and roadmap for a product area, prioritizing the work that matters most.
  • Work closely with advisors and the operations team to identify which customer problems are worth solving.
  • Prototype quickly using tools such as Claude Code or Cursor and put working concepts in front of users before engineering commits a sprint.
  • Lead cross-functional teams across engineering, design, data, sales, marketing, and operations from idea through launch and adoption.
  • Define metrics before building, evaluate results after launch, and understand the product area's revenue and operating costs.
  • Write short, clear product specifications that support decision-making.
  • Help shape product practices at an AI-native company.

Benefits

  • Competitive salary and equity package.
  • Generous relocation package for top talent moving to the NYC office.
  • Unlimited PTO and paid company holidays.
  • Medical, dental, and vision plans.
  • Company 401(k), including Mega backdoor Roth options.
  • Commuter benefits and HSA/FSA plans.
  • Lunch and snacks provided in the office, and dinner if staying late.
  • Access to virtual mental health care through Spring Health.
  • Health concierge through Rightway.
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP.
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