About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York™ (2026)

• Great Place to Work Certified™
  
  

The Role:

This is a unique opportunity to build the People Business Partner function from the ground up at a high-growth fintech company. As Savvy scales, our managers need a trusted advisor who can shape how we make talent decisions, design organizations, and develop stronger people managers. As our first dedicated PBP, you'll partner directly with business leaders across the org, bringing sound judgment to performance management, talent planning, and manager coaching at a moment when the volume and complexity of these decisions is growing fast. Your work will directly shape how consistently and well Savvy builds high-performing teams as we scale.

Responsibilities:

• Build trusted, credible partnerships with assigned business leaders and managers, advising on team health, performance, organizational effectiveness, and employee issues

• Raise the quality and consistency of performance and talent management, including calibration, promotions, succession planning, compensation decisions, and performance improvement plans

• Coach managers through difficult conversations, team dynamics, feedback, delegation, and accountability, and identify capability gaps that need to be solved more broadly

• Proactively diagnose organizational risk by using employee feedback, performance data, and direct observation to flag issues before they escalate, reducing regrettable attrition

• Drive consistent execution of core People programs, including performance reviews, talent planning, engagement initiatives, and workforce planning

• Support reorganizations, employee relations investigations, retention strategy, leadership transitions, and compensation discussions as needed

• Use people data and reporting to spot trends in performance, engagement, and retention, and bring that evidence to leaders to inform decisions

Must Have:

• Experience as an HR/People Business Partner supporting business leaders and managers, ideally at a fast-growing startup

• Strong business and organizational judgment; able to distinguish a people problem from a performance, org design, or operating problem, and make sound calls with incomplete information

• A track record of building credibility with leaders quickly, including comfort delivering difficult feedback and influencing decisions without relying on authority

• A high talent bar and comfort making clear calls on performance, potential, succession, and organizational needs, balancing empathy with accountability

• A bias toward proactively identifying issues and driving them to resolution rather than just administering process

• Comfort operating in a fast-moving, ambiguous environment, moving fluidly between strategic and tactical work

• Fluent with AI tools for research and decision support; knows when to trust AI output versus verify it, and stays current on what's newly possible

Nice to Have:

• Experience leading or supporting reorganizations, workforce planning, or leadership transitions

• Experience supporting both in person and remote teams

• Familiarity with compensation philosophy, promotion frameworks, and internal equity analysis

• Experience in fintech or another highly regulated industry

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) 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)