About Savvy:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role:
We’re looking for a Founding Data Engineer to help build and scale the data infrastructure that powers our advisor platform, internal operations, and business intelligence. You’ll work closely with engineering, product, and operations teams to build pipelines, build and manage our data stack, and ensure data quality and availability across the organization. You'll also help build analytics, dashboards, and reports to help your cross-functional stakeholders make data-driven decisions.
This is a hands-on role for someone excited about designing clean data models, turning raw data into reliable infrastructure for actionable insights, and learning deeply about how our business operates.
Responsibilities:
Define and operate a centralized and scalable data platform
Build modern data pipelines to ingest data from various sources using tools like dbt, Airflow, etc
Partner closely with engineering, product management, business operations and strategy, sales, and other internal teams to provide data-based insights and leverage
Build and maintain tools to empower internal teams to securely access and leverage data themselves (self service)
Build queries, dashboards, reports, etc for cross-functional teams (client services, client marketing, engineering & product, revenue operations, etc)
Ensure data integrity and consistency across multiple systems and sources through core data models
Leverage AI tools across the stack, from setting up pipelines and data models to providing insights to cross-functional partners
Contribute to a data-first culture by advocating for best practices in data engineering and quality
Must have:
4+ years of experience as a Data Engineer or in a similar role
Proficient in Python and SQL
Hands-on experience with modern data tools (e.g., dbt, Snowflake, Airflow, Fivetran, Looker, Metabase)
Experience designing and optimizing scalable data pipelines and workflows
Strong understanding of data modeling, data warehousing, and performance tuning
Comfortable working cross-functionally with technical and non-technical teams
Strong attention to detail, communication skills, and a bias toward action
In office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan
Nice to have:
Prior work experience in a high-growth startup
Familiarity with APIs and integrating third-party data sources
Exposure to event-driven architectures or streaming technologies (Kafka, Kinesis, etc.)
Experience working with sensitive/regulated data and related compliance standards.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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)