Engineer - Technical Staff

About the role

Savvy is revolutionizing the wealth management industry by equipping independent financial advisors with an innovative AI-driven platform. We are in search of a skilled engineer to join our Research and Development team, focusing on creating tools that empower advisors to manage a larger number of households with enhanced efficiency. As a member of our rapidly growing Series B company, you will play a vital role in integrating AI into both our internal processes and client-facing workflows.

Key facts

What you'll do

• Design, develop, and implement new product features and updates for our platform, targeting both user interfaces for advisors and backend services, including APIs.
• AI development tools such as Claude Code, Cursor, and Codex to streamline your coding process and enhance the quality of your output.
• Oversee the entire software development lifecycle, from the initial planning stages through to production deployment, and make iterative improvements based on user feedback after launch.
• Write code that is clean, testable, and maintainable, ensuring it is suitable for production environments.
• Work collaboratively with cross-functional teams, including Product, Design, and Data, to clarify project requirements and address potential execution challenges.
• Interact directly with financial advisors to gain insights into their operational workflows and needs, ensuring our tools are tailored to their requirements.
• Participate in code reviews and contribute to the continuous improvement of our development practices.
• Stay updated on industry trends and emerging technologies to inform your development work and suggest innovative solutions.

Requirements

• A minimum of three years of professional experience in engineering roles.
• Proven experience with AI-assisted development, utilizing tools such as Cursor, Claude Code, or Codex as integral components of your workflow.
• A strong history of deploying web applications to production that have had a measurable impact on business outcomes.
• Comprehensive proficiency in full-stack development, particularly with technologies like Next.js, React, Rails, PostgreSQL, and GraphQL.
• Excellent communication skills, with the ability to thrive in a dynamic startup environment and collaborate effectively with diverse teams.
• A proactive approach to problem-solving and a commitment to delivering high-quality software solutions.

Nice to have

• Experience in building and deploying features that incorporate AI, such as workflows powered by large language models (LLMs), intelligent automation, or interactive copilot functionalities.
• Familiarity with LLM APIs, prompt engineering techniques, retrieval patterns, or evaluation frameworks.
• A background in fintech, wealth management, regulatory compliance, or financial data integration is advantageous.
• Knowledge of vector databases or embedding pipelines, including technologies like Pinecone, pgvector, or Weaviate.
• Experience with contemporary development infrastructure, including macOS toolchains, CI/CD practices, AWS/GCP, and observability tools like Datadog.

Skills & tools

• Proficient in Next.js, React, Rails, PostgreSQL, GraphQL, Cursor, Claude Code, and Codex.

Practical notes

• Our benefits package includes unlimited paid time off, paid holidays, and comprehensive medical, dental, and vision insurance.
• We offer a 401(k) plan, commuter benefits, and Health Savings Account (HSA) or Flexible Spending Account (FSA) options.
• Enjoy on-site perks such as daily lunch and snacks at our Manhattan office.
• We provide wellness support through Spring Health for virtual mental health services, Rightway health concierge for healthcare navigation, and the Guardian WorkLifeMatters Employee Assistance Program (EAP) for assistance with stress management, nutrition, fitness, legal, and financial counseling.

Join us at Savvy, where your contributions will help shape the future of wealth management through innovative technology and AI integration. If you are about engineering and eager to make a difference, we would love to hear from you!

About the company

WEALTH: 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 beyond email, and 62% still build financial plans manually in Excel.