Portfolio Strategist

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.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

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: Savvy is building the modern wealth platform for financial advisors, and SWIM (Savvy Wealth Investment Management) is how we give those advisors institutional-quality investment solutions: total-portfolio models, direct indexing, concentrated stock solutions, alternatives, and more. As a Portfolio Strategist, you’ll be the bridge between the SWIM team and our advisors, their clients, and their prospects: the person advisors call to understand a strategy, pressure-test an allocation, or turn a client conversation into a proposal, and the investment expert they bring into client and prospect meetings. You’ll dig into advisor books to find where SWIM can make a real difference for clients, build the proposals that make the case, and see each enrollment through to implementation so clients are invested quickly and correctly. Because we’re a technology company at heart, you’ll do it with AI and automation at the center, building the workflows that let one strategist deliver coverage that takes a whole team at a legacy firm. If you’ve been an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager and want to build something with a direct line to growth, this is the seat.

Responsibilities:

• Serve as the go-to SWIM investment resource for Savvy advisors: explain SWIM’s investment philosophy, process, and platform, answer questions, pressure-test allocations, and build trust in SWIM’s investment approach

• Conduct advisor book reviews to find households and accounts where SWIM solutions may improve client outcomes and drive enrollments

• Build proposals and portfolio analyses (current vs. proposed allocation, asset location, vehicle selection, tax impact, risk, cost) that help advisors make the case to clients

• Join advisors in client and prospect meetings as the SWIM investment subject-matter expert, including commentary on markets and portfolio positioning

• Translate SWIM’s investment views, portfolio positioning, and product capabilities into clear, advisor-friendly language, and work with the SWIM investment team and Marketing to create and maintain educational materials

• Present SWIM strategies and positioning to advisor groups in training sessions and at firm events

• Own implementation for enrolled accounts: build tax-aware transition plans, prepare trades and model assignments, and partner with SWIM trading and operations to get accounts fully invested quickly and accurately

• Use AI and internal tools to identify opportunities, scale portfolio reviews, and speed up proposal generation

• Partner with Engineering, Product, and Design (EPD), Marketing, and Advisor Success to improve advisor support, tooling, and execution

• Bring advisor feedback back to SWIM leadership to refine offerings, messaging, and growth strategy

Must Have:

• You have 5+ years of experience in portfolio consulting, wealth management, asset management, investment operations, or advisor-facing investment support, in roles such as an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager

• You have a strong command of public and private markets, portfolio construction, asset location, model portfolios, ETFs, direct indexing, and options, and you understand how advisors actually run their practices

• You’ve taken accounts from proposal to implementation: you understand tax-aware transitions (lot selection, gain budgeting, wash-sale rules), and you’ve worked closely with trading or operations teams

• You explain complex investment concepts and market conditions clearly and commercially, one-on-one and to groups, and you’re comfortable helping advisors reach a well-informed decision

• You thrive in a consultative, service-oriented role and build trust quickly with advisors, their clients, and their prospects

• You work independently, take initiative, and make sound recommendations when information is incomplete

• You have experience using AI tools to gather data, automate workflows, and produce takeaways

• Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

Nice to Have:

• CFA, CFP®, or CIMA designation (or progress toward one)

• Hands-on experience with a rebalancing or trading platform (e.g., Orion Eclipse or Tamarac) and major custodian platforms (e.g., Fidelity, Schwab, Goldman Sachs, Pershing)

• Experience implementing direct indexing or tax-managed SMAs, concentrated stock strategies, or alternatives in a wealth management context

• Familiarity with portfolio analytics and proposal tools (e.g., Orion, Morningstar, YCharts)

• Experience at a growth-stage fintech or RIA

Benefits:

• Competitive salary and equity package

• We offer a generous relocation package to help top talent make the move to our NYC office

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans

• NYC office in Union Square

• Lunch and snacks provided in the office, & dinner if you stay late

• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

• Benefits are available to full-time employees