Senior Product Manager, Family Office
About the role
Savvy Wealth is a registered investment advisor (RIA) that partners with experienced financial advisors to grow their businesses without handling the back office. Advisors bring their book of clients and operate under their own brand or Savvy’s, earning a percentage of the assets they manage. Savvy provides a proprietary tech platform, an in-house marketing team, a world-class investment management team, and a dedicated client services team to support advisors.
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. Set the roadmap for the family-office layer.
Own the partner ecosystem: find, evaluate, and manage the external partners who deliver these services. Be 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, which we route to a partner and own the experience around, which we white-label. Make the call and own the consequence.
Turn services into product: today these run on humans and manual handoffs. Productize what should scale, keep the human where it earns its place, and make it feel like one Savvy experience even when three partners sit behind it.
Build the business case, not just the roadmap: adoption, attach, pricing, partner economics, and how the family-office layer pulls through to advisor growth and retention.
Execute cross-functionally: engineering, design, advisor success, compliance, and external partners. Unblock, decide, and drive on regulated timelines.
Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.
Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.
Must Have
5+ years of product management, including time at a high-growth tech startup
Built or owned products that lean on external partners
Owned a product or business line end-to-end, including the business case (adoption, pricing, partner economics, P&L thinking), not just the feature set
Shipped AI-powered products: actually owned the roadmap for an AI feature or product, not just used AI in your workflow
Strong business, design, and technical sense
Nice To Have
Domain depth in tax, estate planning, trusts and wealth transfer, insurance, lending, or other family-office services
Previously a founder, or thinking about becoming one
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway)
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range
$190K - $225K