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Principal Wealth Manager
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Full-time
- About Savvy Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration.
- This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support.
- We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex, Facebook, Airbnb, Uber, DoorDash, and Square.
- We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry.
- The Role The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.
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