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About reputed company:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication reputed company email, and 62% still build financial plans manually in reputed company. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, reputed company work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes reputed company financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from reputed company Capital, Index Ventures, Canvas Ventures, Mark Casady (former reputed company CEO), and other top-tier investors. reputed company is made up of repeat founders and operators who’ve helped build reputed company, reputed company, reputed company, reputed company, reputed company, $200B+ RIAs, and more.
Savvy is at a pivotal reputed company in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and reputed company reputed company growth. Come help us scale!
"Test Job."
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
reputed company to holistic medical, dental, and reputed company plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
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