Savvy Wealth · 1 month ago
Senior Forward Deployed Engineer
NYC Office
Full-time
Hybrid
Senior Level
$165K/yr - $226K/yr
5+ years expSavvy is a wealth management company focused on modernizing financial advice through technology. The Senior Forward Deployed Engineer will work closely with advisors to understand their needs, build custom solutions, and manage the product lifecycle to enhance the platform's capabilities.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
Responsibilities
Work directly with advisors and internal stakeholders to understand onboarding requirements, migrate data, and build custom solutions that accelerate their success on Savvy
Own the end-to-end product lifecycle of these initiatives from discovery and design through implementation, deployment, and iteration
Produce high-quality, maintainable, production-ready code that balances customer urgency with long-term scalability
Partner closely with Product, Design, and Operations teams to translate real customer needs into platform improvements
Debug, diagnose, and resolve live issues in collaboration with clients and internal teams
Contribute to tooling, automation, and process improvements that make future advisor migrations faster and more sustainable
Travel within the United States as needed (approximately 2-4 times per quarter) for customer migrations and collaboration sessions, typically 2 days each
Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays
Qualification
Required
5+ years of experience building and scaling production web applications
Strong full-stack proficiency including web frameworks (Rails preferred), front-end frameworks and libraries (React preferred), and SQL databases
Strong experience with Excel, Google Sheets, and other tools to collect and mutate data in customer-friendly formats
Proven ability to collaborate in fast-moving, cross-functional startup environments with excellent technical communication skills
Comfort working in ambiguous, customer-driven environments and balancing rapid delivery with maintainable engineering
Preferred
Experience in fintech or wealth management, especially around data migration, integrations, or advisor operations
Experience leveraging AI directly and various AI tools to translate data and integrate disparate systems, including those without APIs
Prior customer-facing engineering experience (e.g., forward-deployed, professional services, or implementation engineering)
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
2025 (2)
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