Savvy Wealth logo

GM, Investment Platform

Savvy Wealth

New York, NY, USA
4 weeks ago
Salary
$175k - $250k
Experience
5-8 years
Type
Full-Time
Strategy
Other
Team
Other
Firm AUM
$5.1B

Savvy Wealth is looking for a General Manager for their Investment Platform in New York. This role is all about driving product adoption and revenue growth while collaborating with various teams. The ideal candidate will thrive in a fast-paced environment and be comfortable using data and AI to make informed decisions. If you’re passionate about transforming wealth management, this could be the perfect opportunity for you.

What You’ll Do

  • Drive adoption of investment management products.
  • Use AI to experiment and optimize processes.
  • Collaborate with various teams to create effective strategies.
  • Analyze data to improve business metrics.
  • Run experiments to refine product offerings and sales tactics.
  • Communicate progress and challenges to leadership.

What You Need

  • 5-8+ years in product management, general management, or strategy roles.
  • Experience in driving growth for a product or business line.
  • Ability to work across teams without formal authority.
  • Strong understanding of sales and customer behavior.
  • Comfortable using data and analytics to make decisions.
  • Experience with AI tools to enhance productivity.
  • High sense of ownership and accountability.

What You’ll Love

  • Competitive salary and equity package.
  • Unlimited PTO and paid company holidays.
  • Comprehensive medical, dental, and vision plans.
  • Access to mental health care and wellness resources.
  • Lunch and snacks provided in the office.
  • Opportunity to work in a fast-growing startup environment.

About the Firm

  • Savvy Wealth is modernizing wealth management with technology.
  • They focus on improving the advisor-client experience.
  • They have raised over $105M from top investors.
  • The team consists of experienced founders and operators.
  • They have achieved significant growth in assets under management.
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