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NEXTMOVEFDE careers · United States

Engineer - Future Founder

About Savvy

AI-native RIA platform giving independent financial advisors proprietary software, investment/tax/planning infrastructure, marketing, compliance, and back-office support while they keep client ownership.

Series B · 100–200 people

Job description

The full responsibilities and requirements are on the employer’s site.

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Source and classification

Internal deployment & tooling · Evidence for this classification:

Newsweek's America's Greatest Startup Workplaces (2026) Fortune Best Workplaces in New York™ (2026) Great Place to Work Certified™ The role: Savvy is hiring engineers who want to start a company someday. This is an engineering role for people who want to understand customers (you can DM our customers on Slack!), help decide what’s worth building (road mapping, prototyping, building, shipping), and take responsibility for the results (own company-level OKRs yourself). You’ll join a high energy team that uses AI aggressively to build, experiment & ship. You’ll work directly with financial advisors and operations teams across Savvy. You’ll work alongside serial founders, including Ritik Malhotra (Savvy is his third company -- the first two got acquired by Box and Brex), and experienced engineering, product, and business leaders. This role is open to engineers at any career level,
More from the job description

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement tea [... source excerpt omitted ...] rk™ (2026) Great Place to Work Certified™ The role: Savvy is hiring engineers who want to start a company someday. This is an engineering role for people who want to understand customers (you can DM our customers on Slack!), help decide what’s worth building (road mapping, prototyping, building, shipping), and take responsibility for the results (own company-level OKRs yourself). You’ll join a high energy team that uses AI aggressively to build, experiment & ship. You’ll work directly with financial advisors and operations teams across Savvy. You’ll work alongside serial founders, including Ritik Malhotra (Savvy is his third company -- the first two got acquired by Box and B [... source excerpt omitted ...] V. You're encouraged to read through our other engineering job postings to get more information about our stack, systems, architecture, etc -- they are not present in this role. Responsibilities: Take problems from discovery to production. Partner with Product, Design, and fellow engineers (EPD) to understand problems and build out end to end product solutions. Get close to the customer and the business. Work directly with financial advisors and internal teams to uncover friction, challenge assumptions, and identify opportunities to improve client experiences, reduce manual work, or support growth. Use AI, like coding agents, to expand what you can accomplish. Use the latest and

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