About Savvy:
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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’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.
We’ve raised over $105M to date from Thrive Capital, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
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’ve surpassed $2.2 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!
The Role:
As the Head of People & Talent, you’ll take full ownership of our talent strategy, driving end-to-end recruiting, employer branding, and workforce planning efforts. You'll partner closely with department leaders to understand hiring needs and design and execute scalable processes that ensure we consistently bring in top-tier talent. Beyond hiring, you'll lay the groundwork for a high-performing culture by building foundational People Ops programs, including performance management, compensation, organizational development, and more that support growth, engagement, and development across the company.
You’ll report directly to the CEO and serve as a key member of the leadership team, helping shape our talent acquisition playbook and people operations roadmap. You will also initially manage a Senior Recruiter as part of your team. This is both a strategic and hands-on role — ideal for someone who thrives in fast-paced environments and is motivated by the opportunity to build from the ground up.
This is a unique opportunity to join a high-growth company at a key inflection point and help build the foundation of an exceptional workplace where people can do the best work of their careers.
Responsibilities:
Talent AcquisitionOwn and evolve the end-to-end recruiting strategy to attract top-tier talent across all functions and levels.
Build and lead a high-performing internal recruiting team; manage external recruiting partners as needed.
Partner with leadership to forecast hiring needs and develop scalable, efficient hiring processes.
Develop and promote a compelling employer brand that reflects our values and attracts mission-aligned candidates.
Implement tools, systems, and metrics to drive hiring efficiency, quality, and consistency.
Design and implement core People Operations programs including onboarding, performance management, total rewards, employee engagement, and more.
Implement initiatives to promote a strong company culture that reflects our values and drives engagement.
Manage vendor selection, implementation, and ongoing operations of all systems necessary to run internal people processes efficiently.
Oversee basic IT functions, including laptop provisioning, equipment management, and office A/V systems.
Ensure a high quality employee experience by managing office operations, team culture initiatives, and team events such as socials and offsites.
Collaborate with department heads to develop workforce plans that align with company goals and be a thought partner on organizational design, change management, and team structure.
Define and track key talent metrics (e.g., time-to-hire, quality-of-hire, retention) to inform decision-making.
Must have:
8+ years of experience in Talent Acquisition, People Operations, or HR, with at least 2 years in a leadership role at a high-growth (Series A-C) startup.
Proven track record of building and scaling recruiting functions in high-growth, fast-paced environments.
Strong understanding of talent metrics, benchmarking, and data-driven decision-making.
Experience designing and implementing talent programs across the full employee lifecycle (recruiting, onboarding, performance, retention).
Exceptional communication and stakeholder management skills, with experience partnering closely with executives and department leads.
Deep knowledge of industry best practices in recruiting, compensation, and performance management. Excellent organizational and project management skills.
Passion for building high-performing teams and cultivating strong company culture. Strong alignment with our company’s mission and values.
Familiarity with HR tech tools (e.g., ATS, HRIS, engagement platforms) and experience selecting and implementing systems. Proficient in IT management. Comfortable with technology and able to oversee basic IT operations.
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 a number of high priority initiatives.
Nice to have:
Prior work experience in the wealth management industry.
Background in organizational design, change management, or leadership coaching.
Formal training or certification in HR or People Operations (e.g., SHRM-SCP, PHR).
Qualities:
Problem solving: Strong problem-solving and analytical skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward.
Communication: Incredible communications and collaboration skills to work effectively across cross-functional teams. Phenomenal presentation and storytelling skills that can distill a firehose of information into a cohesive and inspirational story.
Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.
Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.
Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels.
Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage and support (Tilt)
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)