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 investmen