About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.

We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!

The Role

The Head of People & Talent will play a critical role in fostering an engaging, productive, and vibrant workplace at Savvy. This individual will ensure best practices throughout the entire employee lifecycle, building scalable infrastructure and processes while championing our culture and values. This role will report to Savvy’s Chief Executive Officer and work hand in hand with all members of the leadership team as well as managers across the organization.

The Head of People & Talent will initially be managing a Senior Recruiter and will be responsible for developing the talent acquisition strategy as Savvy grows. The ideal candidate is a proactive, people-oriented professional who excels in a fast-paced, startup environment. If you are passionate about people and culture and are excited to help build a thriving workplace, we would love to hear from you.

Responsibilities

Manage the Talent Acquisition function to ensure the effective recruitment and onboarding of top tier talent. Develop a thoughtful employer brand that positions Savvy as a best place to work.
Ensure a high quality employee experience by managing office operations, team culture initiatives, and team events such as socials and offsites.
Develop Savvy’s total rewards philosophy, inclusive of compensation benchmarking, compensation review processes, equity management, and benefits & perks.
Lead performance management & talent development at Savvy, iterating on the existing performance review process and working with managers to build meaningful career paths and development opportunities for their team members.
Prioritize continuous feedback and data driven decision-making through both strong HR business partnership with leaders and structured channels such as engagement surveys.
Implement best-in-class human resources programs, processes, and training to ensure consistent and compliant HR standards across the company.
Oversee basic IT functions, including laptop provisioning, equipment management, and office A/V systems.
Implement initiatives to embed and promote the company's culture and values.

Qualifications

Must have

Minimum of 8 years in human resources, with at least 2 years in a leadership role at a high-growth startup environment.
Bachelor’s degree in Human Resources, Business Administration, or related field. Relevant certifications (e.g., SHRM, PHR) are a plus.
Passion for building and sustaining a positive, inclusive workplace culture. Strong alignment with our company’s mission and values.
Strong knowledge of HR best practices, performance management, and compensation planning. Excellent organizational and project management skills.
Exceptional communication, interpersonal, and leadership skills. Ability to work collaboratively across functions and build strong relationships.
Proficient in HR software and IT management. Comfortable with technology and able to oversee basic IT operations.
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves and have an incredible ownership mentality.
Thrive in a demanding, fast-paced environment while handling a number of high priority initiatives.

Nice to have

Prior work experience in the wealth management industry.

Qualities

Problem solving: Strong problem-solving and analytical skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward.
Communication: Incredible communications and collaboration skills to work effectively across cross-functional teams. Phenomenal presentation and storytelling skills that can distill a firehose of information into a cohesive and inspirational story.
Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.
Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.
Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels.
Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company.

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 (Cocoon)
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)

Savvy Wealth jobs

Head of People & Talent