Job Overview
Location
NYC Office
Job Type
Full-time
Category
Product
Date Posted
June 24, 2026
Full Job Description
đź“‹ Description
- • As Senior Product Manager for Family Office at Savvy Insurance Services, Inc., you will own the strategy and execution for expanding Savvy’s platform beyond investment management to deliver a full suite of family office services — including tax, estate, trust, insurance, lending, and giving — enabling advisors to serve wealthy clients across generations with a seamless, AI-native experience.
- • Day to day, you will define the family office product roadmap, evaluate and manage external partners, make build-vs-buy-vs-partner decisions, productize manual workflows, integrate AI capabilities (like document automation and tax transcript capture), build business cases around adoption and pricing, and drive cross-functional execution with engineering, design, compliance, and advisor success teams.
- • Savvy is a Series B registered investment advisor (RIA) reinventing wealth management through a modern, AI-native platform that empowers independent advisors to grow without back-office burdens. With over 150 employees, 500% year-over-year growth, and $105M in funding from top-tier investors, Savvy is Great Place to Work Certified and shortlisted for Fortune’s Best Workplaces in New York.
- • In this role, you will shape a foundational layer of the Savvy platform from scratch, gain deep exposure to wealth management and family office operations, drive product-led growth through strategic partnerships, and develop expertise in AI-powered financial services — positioning you to influence how modern advisors deliver holistic client value at scale.
🎯 Requirements
- • 5+ years of product management, including time at a high-growth tech startup
- • Built or owned products that rely on external partners, including negotiating scope, integrating third parties, and owning the end-user experience
- • Owned a product or business line end-to-end, including business case development (adoption, pricing, partner economics, P&L thinking)
- • Shipped AI-powered products by owning the roadmap for an AI feature or product
- • Strong business, design, and technical sense
🏖️ 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 benefits (XP Health), and health concierge (Rightway)
- • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Savvy Insurance Services, Inc.
Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.
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