Savvy Wealth · 10 hours ago
Senior AI Solutions Manager
New York, NY
Full-time
Onsite
Senior Level
$150K/yr - $180K/yr
5+ years expSavvy Wealth is revolutionizing the wealth management industry by providing a digital-first platform that enhances the client experience and streamlines advisor operations. The Senior Manager, AI Solutions will focus on identifying and implementing AI and automation solutions to drive operational efficiency and business growth.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
Responsibilities
Identify and explore potential AI and automation applications that align with our business goals
Evaluate and prioritize AI opportunities based on potential impact and feasibility
Build robust business cases for AI projects, highlighting benefits, costs, and ROI
Collaborate with leaders from different departments to secure support and alignment for AI initiatives
Lead the execution of AI projects, from planning to deployment, ensuring they meet desired outcomes
Design and conduct tests to validate the effectiveness of AI solutions, making necessary adjustments based on feedback and results
Stay abreast of AI advancements and continuously seek ways to integrate cutting-edge technologies into our operations
Qualification
Required
Minimum of 5 years in technology, management consulting, or similar industries as a project/product manager. Experience in a startup and/or with AI implementation is highly desirable
Bachelor's degree in a quantitative field such as Computer Science, Data Science, Engineering, or Business Administration. Advanced degree preferred
Strong knowledge of AI and machine learning frameworks, tools, and methodologies. Proficiency in programming languages is preferred
Significant experience leveraging low-code/no-code tools to implement scalable solutions
Excellent problem-solving skills with the ability to conduct detailed quantitative and qualitative analysis
Demonstrated experience in managing projects from conception through to completion, including stakeholder management and communication
Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and present complex ideas to non-technical stakeholders
A proactive and innovative thinker with a passion for leveraging AI to solve business challenges and drive growth
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves and have an incredible ownership mentality
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously
Preferred
Prior work experience in the wealth management industry
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) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Company
Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
51-200 employees
H1B Sponsorship
Savvy Wealth has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
$105.8MKey Investors
The House Fund
2025-07-02Series B· $72M
2024-08-05Series A· $15.5M
2022-11-10Series A· $11M
Leadership Team
Ritik Malhotra
Founder & CEO
Recent News
2025-09-24
2025-09-24
2025-09-23
Company data provided by crunchbase