Senior Product Manager, Family Office

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 team and a RevOps org building agents in-house. We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale! Recognition: We're a Certified Great Place to Work and have been honored for our culture and our growth: - Newsweek's America's Greatest Startup Workplaces (2026) - Fortune Best Workplaces in New York™ (2026) - Great Place to Work Certified™ The Role: A family office does more than manage money. It runs a family's taxes, their estate, their trusts, their insurance, their giving — the whole financial life, under one roof. That breadth is what the wealthiest families pay for. It's also what Savvy advisors do to service existing clients and to push further upmarket and hold clients across generations. Savvy won't build all of that alone. These services get delivered through a mix of what we build, what we buy, and who we partner with. This role owns the mix. You'll work out which services advisors and clients actually need, which external partners can deliver them, and where Savvy should build first-party instead. Tax and estate are where you start: the most-requested and least-solved today. The mandate is broader: the full set of services, and the partner ecosystem behind them, that lets a Savvy advisor serve a family the way a multi-family office would. How you attack each service is open: AI-led, partner-led, or built in-house. You own the experience and the partner strategy; the data and engine live in our platform, so you stay focused on what advisors and clients actually touch. This is a founder-shaped mandate. You're standing up a new layer of the platform from scratch and owning its outcome the model for how Savvy delivers every service beyond the portfolio. Responsibilities: - Own the family office strategy: decide which services beyond core investment management a Savvy advisor needs to deliver - tax, estate, trust, insurance, lending, giving - and in what order we go after them. You set the roadmap for the family-office layer. - Own the partner ecosystem: find, evaluate, and manage the external partners who deliver these services. You're the product DRI on partner calls, which means reading the contracts, scoping integrations, pushing their roadmaps, and deciding first-party vs. third-party vs. white-label, service by service. - Make the build-vs-buy-vs-partner call: every service is a different decision, and each one is a business-model decision — which we build…