Senior Product Manager

Senior Product Manager ABOUT SAVVY 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. 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, 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’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 $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! The Role: The Senior Product Manager role is a high-impact role, you will operate in a very dynamic environment where you’ll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them. You will play a critical role in identifying market opportunities to expand value to existing customers and build new product lines. In doing so, you will be responsible for determining which products we should build next, the scope of each product surface area, what metrics we should drive towards, and more. You will also be responsible for leading projects from inception to production while partnering closely with engineering, design, and cross functional business partners to drive strong and rapid execution. There’s an endless amount of opportunity that we can be pursuing; yet the ability to focus and place our bets on a few highly impactful areas is how we’ll continue to win. You’ll hold the mantle in determining what those bets are and then relentlessly drive towards the finish line on a high velocity team. In order to succeed in this role, the right candidate should be adept at navigating an ambiguous and fast-paced environment with limited guidance. You’d be a great fit if you aspire to be a future organization leader or founder. Responsibilities: - Identify the best market opportunities for the business to pursue and create a compelling product vision & strategy around pursuing the opportunities. - Determine and articulate the actionable plan that will incrementally improve the product towards the product vision. - Build and continuously update the roadmap with a clear prioritization framework and rationale to meet the goals set out. - Research the market, customer, and the customer’s problem by keeping up to date on industry news & trends, participating in user research and discovery calls, collaborating on customer surveys, and synthesizing the firehose of customer feedback. - Write product specifications for everyone to align on the problem to be solved, goal(s), scope of work, success metrics, project plan, and other relevant information to help engineers, designers, and cross-functional team members develop the product. - Own projects on the roadmap end-to-end to ship high-quality products for our customers. - Work with engineers and designers to drive projects to completion, unblocking any issues that come up along the way. - Come up with the right messaging for products for each relevant audience (end custo ... (truncated, view full listing at source)