Qureos Mentor

Savvy Wealth

<div><div><div><p>Location</p><div>
NYC Office</div></div><div><p>
Employment Type</p><div>
Full time</div></div><div><p>
Location Type</p><div>
Hybrid</div></div><div><p>
Department</p><div>
R&amp;D</div></div><div><p>
Compensation</p><ul><div><p>
$155K &ndash; $180K &bull; Offers Equity</p></div></ul></div></div><p></p><div><div><div><div><b>
About Savvy Wealth:</b></div><p>
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.</p><p>
Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human 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.</p><p>
We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.</p><p>
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;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 continued revenue growth. Come help us scale!</p><p></p><p>
The Role:</p><p>
As a Product Designer, you'll own the end-to-end journey that defines how advisors and clients understand, engage with, and feel about their financial lives. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.</p><p>
This is a high-impact role where we&rsquo;re looking for someone with a high slope. You will co-lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with other design partners and stakeholders across product, engineering, operations, and advisors.</p><p></p><p>
How you&rsquo;ll make an impact:</p><ul><li><div><b>
Design complex end-to-end experiences</b></div><ul><li><div>
Partner with Senior Product Designers and Product Management and own major initiatives from research and discovery through high-fidelity execution and launch</div></li><li><div>
Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.</div></li><li><div>
Optimize for the service, not just the surface &mdash; designing with operational clarity, advisor workflows, and client communication in mind.</div></li></ul></li><li><div><b>
Bring human signals into the product</b></div><ul><li><div>
Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.</div></li></ul></li><li><div><b>
Apply and evolve design patterns thoughtfully</b></div><ul><li><div>
Leverage Savvy&rsquo;s design system and established interaction patterns to create cohesive experiences.</div></li><li><div>
Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.</div></li></ul></li><li><div><b>
Research and discovery</b></div><ul><li><div>
Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc).</div></li><li><div>
Translate research insights into clear product recommendations and design decisions.</div></li></ul></li><li><div><b>
Embrace and evolve our culture</b></div><ul><li><div>
Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.</div></li><li><div>
Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.</div></li><li><div>
Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.</div></li></ul></li></ul><p></p><p>
We&rsquo;re excited about you because:</p><p>
Must Have</p><ul><li><div>
You have 2-5 years of experience in product design, preferably in a fast-paced B2C startup environment.</div></li><li><div>
You have experience designing complex systems working shoulder-to-shoulder with other teams</div></li><li><div>
You have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.</div></li><li><div>
You pride yourself in strong interaction design or brand skills</div></li><li><div>
You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.</div></li><li><div>
You love backing your work with research, knowing that research pays dividends in translating insights into product decisions</div></li><li><div>
You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.</div></li><li><div>
You&rsquo;re excited about integrating AI tools into your design workflow and building AI-powered product experiences</div></li><li><div>
You are a team player who&rsquo;s invested in shaping the future of wealth management</div></li></ul><p>
Nice to Have</p><ul><li><div>
Experience designing in fintech, wealth management, or other high-trust, high-stakes domains</div></li></ul><p><b>
Benefits:</b></p><ul><li><div>
Competitive salary and equity package</div></li><li><div>
Unlimited PTO + paid company holidays</div></li><li><div>
Access to holistic medical, dental, and vision plans</div></li><li><div>
Company 401(k), Commuter, and HSA/FSA plans</div></li><li><div>
NYC office in the heart of Manhattan</div></li><li><div>
Lunch and snacks provided in the office</div></li><li><div>
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care</div></li><li><div>
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)</div></li></ul></div></div></div></div><p></p>

Product Designer

<div>
 <strong>
  About Savvy Wealth
  <br/>
  <br/>
 </strong>
 Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
 <br/>
 <br/>
 Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human 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.
 <br/>
 <br/>
 We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
 <br/>
 <br/>
 Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;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 continued revenue growth. Come help us scale!
 <br/>
 <br/>
 <strong>
  The Role
  <br/>
  <br/>
 </strong>
 This is an opportunity to join Savvy during a period of growth and play a hands-on role in supporting our in-office employee experience. As
 <strong>
  Office Manager
 </strong>
 , you&rsquo;ll focus on executing day-to-day office operations and supporting onsite logistics as we continue to scale our hybrid model.
 <br/>
 <br/>
 This role is ideal for an organized, detail-oriented operator early in their People or Workplace Operations career who enjoys being hands-on, responsive, and execution-focused. You&rsquo;ll work closely with members of the People, IT, and Finance teams to ensure the office runs smoothly and employees have a positive in-office experience.
 <br/>
 <br/>
 Your work will directly impact how employees experience Savvy on a daily basis &mdash; from arriving at the office to participating in onsite onboarding and events.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support day-to-day office operations, including office opening and closing routines, front desk and guest experience, supplies and inventory tracking, cleanliness and maintenance coordination, and handling day-to-day office issues as they arise
  </li>
  <li>
   Lead office-related projects end-to-end, including vendor management, space planning support, coordination of future office needs, office inventory management and ordering for supplies, food, and beverages, and mail receipt, sorting, and distribution."
  </li>
  <li>
   Coordinate facilities and space logistics, such as desk assignments, conference room scheduling, AV and IT coordination, and supporting hybrid work schedules; assist with office reconfigurations or moves under guidance from senior team members
  </li>
  <li>
   Assist with vendor coordination, including communicating with office-related vendors, tracking contracts and invoices, and escalating issues or questions as needed
  </li>
  <li>
   Execute office programs and events, including in-office events, team gatherings, onsite onboarding logistics, and employee celebrations, with guidance and direction from the People team
  </li>
  <li>
   Help maintain office safety and security processes, including badge access coordination, emergency preparedness documentation, and reporting issues or incidents to the appropriate teams
  </li>
  <li>
   Support equipment and asset logistics, such as laptop and equipment coordination, asset tracking, basic office technology troubleshooting, and coordinating repairs or replacements with IT
  </li>
  <li>
   Provide logistical support for visitors, interviews, meetings, catering, and conference room scheduling as needed
  </li>
  <li>
   Work cross-functionally with IT, Finance, and People teams to execute shared operational tasks and ensure smooth handoffs related to onboarding, offboarding, and office access
  </li>
  <li>
   Maintain office documentation, including playbooks, SOPs, vendor contacts, emergency procedures, and internal office guidelines
  </li>
  <li>
   Support the physical employee experience, helping keep the office organized, welcoming, and functional, and sharing employee feedback with the People team
  </li>
  <li>
   Assist with employee lifecycle logistics, including onboarding setup, offboarding coordination related to access and equipment, and supporting transitions in partnership with the People team
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You have 2&ndash;4 years of experience in office management, workplace operations, People Ops coordination, or a similar operational role
  </li>
  <li>
   You enjoy hands-on, execution-focused work and are comfortable responding to day-to-day needs
  </li>
  <li>
   You&rsquo;re highly organized, detail-oriented, and reliable with follow-through
  </li>
  <li>
   You&rsquo;re comfortable asking questions and escalating issues when needed
  </li>
  <li>
   You bring a service-oriented mindset and care deeply about employee experience
  </li>
  <li>
   You&rsquo;re adaptable and enjoy working in fast-paced, evolving environments
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Nice To Have
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience supporting hybrid or in-office teams
  </li>
  <li>
   Familiarity with basic workplace or People tools (e.g., Google Workspace, Slack, HRIS tools)
  </li>
  <li>
   Interest in growing into People Ops or Workplace Operations over time
  </li>
  <li>
   Comfort using tools or automation to improve operational efficiency
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Competitive salary and equity package
  </li>
  <li>
   Unlimited PTO + paid company holidays
  </li>
  <li>
   Access to holistic medical, dental, and vision plans
  </li>
  <li>
   Company 401(k), Commuter, and HSA/FSA plans
  </li>
  <li>
   NYC office in the heart of Manhattan
  </li>
  <li>
   Lunch and snacks provided in the office
  </li>
  <li>
   Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  </li>
  <li>
   Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
   <br/>
   <br/>
  </li>
 </ul>
 Compensation Range: $91K - $111K
</div>


Office Manager

Join Savvy Wealth and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Savvy Wealth

About Company

Product Designer

Office Manager