Savvy Wealth Visa Sponsorship Jobs USA
Savvy Wealth operates in investment and asset management, a sector where specialized financial technology roles often qualify for visa sponsorship. The company has sponsored skilled foreign nationals through H-1B visa and other work visa programs, making it a viable target for qualified professionals seeking sponsorship in fintech and wealth management.
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Get Access To All JobsLocation
NYC Office
Employment Type
Full time
Location Type
On-site
Department
R&D
Compensation
$170K – $200K • Offers Equity
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). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!
The Role:
The 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 customer, marketing, sales, etc.)
- Evaluate whether products have been successful in achieving their goals using metrics and feedback.
- Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.
- Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.
Must have:
- 3+ years of product management experience.
- 1+ years of experience at a high growth tech startup.
- Experience working at a Series A - Series D startup.
- Experience working with engineers and designers in developing B2B (or B2B2C) software products.
- Led at least one successful product/business line at a high growth tech startup.
- Strong business, design, and technical sense and point of view.
- Experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.)
- Have a strong stance around AI usage and enablement.
Nice to have:
- Experience working at technology-enabled services companies.
- Experience working with internal stakeholders, specifically within the fintech space.
- BS or MS in computer science, engineering, or other technical degree.
- Previously a founder of a technology company or thinking about becoming a founder in the future - PMs that do well at Savvy have an entrepreneurial mindset and always consider their ownership of their product lines when making decisions.
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), 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).
Location
NYC Office
Employment Type
Full time
Location Type
On-site
Department
R&D
Compensation
$170K – $200K • Offers Equity
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). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!
The Role:
The 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 customer, marketing, sales, etc.)
- Evaluate whether products have been successful in achieving their goals using metrics and feedback.
- Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.
- Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.
Must have:
- 3+ years of product management experience.
- 1+ years of experience at a high growth tech startup.
- Experience working at a Series A - Series D startup.
- Experience working with engineers and designers in developing B2B (or B2B2C) software products.
- Led at least one successful product/business line at a high growth tech startup.
- Strong business, design, and technical sense and point of view.
- Experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.)
- Have a strong stance around AI usage and enablement.
Nice to have:
- Experience working at technology-enabled services companies.
- Experience working with internal stakeholders, specifically within the fintech space.
- BS or MS in computer science, engineering, or other technical degree.
- Previously a founder of a technology company or thinking about becoming a founder in the future - PMs that do well at Savvy have an entrepreneurial mindset and always consider their ownership of their product lines when making decisions.
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), 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).
Job Roles at Savvy Wealth
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Get Access To All JobsTips for Finding Savvy Wealth Visa Sponsorship Jobs USA
Target roles at the intersection of finance and technology
Savvy Wealth blends investment management with software-driven platforms, so roles in financial engineering, software development, and data science are your strongest bet for sponsorship. Align your application to highlight both technical depth and financial services relevance.
Understand the H-1B timeline before you apply
Savvy Wealth's sponsorship relies on the H-1B cap cycle, with registrations opening each March. If you're on OPT, apply early enough that your OPT covers you through the October 1 start date, timing your job search around this window is critical.
Leverage your F-1 OPT as a bridge
Savvy Wealth has sponsored F-1 OPT holders, so if you're coming from a STEM graduate program in finance, computer science, or a related field, your OPT period is a genuine pathway into the company before H-1B sponsorship is pursued.
Research Savvy Wealth's tech stack before interviewing
As a wealth management platform, Savvy Wealth values candidates who understand both investment workflows and the software systems that power them. Demonstrating fluency with financial data, portfolio management tools, or API-driven platforms will sharpen your candidacy significantly.
Filter for verified sponsors before you apply
Not every fintech company publicly advertises sponsorship willingness. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history, helping you focus your applications on companies like Savvy Wealth that have an established track record.
Position yourself as a specialist, not a generalist
Smaller investment management firms sponsor when they can't easily source a candidate domestically. Emphasize niche expertise, quantitative modeling, regulatory compliance technology, or wealth platform architecture, to make the sponsorship case straightforward for Savvy Wealth's hiring team.
Frequently Asked Questions
Does Savvy Wealth sponsor H-1B visas?
Yes, Savvy Wealth sponsors H-1B visas. The company has filed H-1B petitions for skilled professionals in its investment and asset management operations, particularly for roles requiring specialized technical or financial expertise. Because sponsorship activity at a company this size can vary year to year, it's worth confirming current openings and sponsorship availability directly with their recruiting team before applying.
Which visa types does Savvy Wealth sponsor?
Savvy Wealth sponsors H-1B visas and has also supported candidates working under F-1 OPT, including STEM OPT extensions. TN visa sponsorship is also part of their profile, making Savvy Wealth a relevant target for Canadian and Mexican professionals in qualifying specialty occupations. The mix of visa types reflects a team that includes both early-career and experienced international hires.
Which departments or roles at Savvy Wealth are most likely to receive visa sponsorship?
Given Savvy Wealth's position as a fintech-driven wealth management platform, sponsorship is most likely concentrated in software engineering, data science, and financial technology roles. Positions that combine quantitative skills with an understanding of investment management workflows are a strong fit. Purely operational or generalist business roles are less likely to clear the specialty occupation bar required for H-1B sponsorship.
How do I time my application to Savvy Wealth around the H-1B cap?
The H-1B cap registration window opens each March, with approved petitions taking effect October 1. If you're currently on F-1 OPT, you'll want to secure an offer from Savvy Wealth early enough in the year that your OPT status remains valid through that October start date. STEM OPT extensions of up to 24 months give you additional runway if you miss a lottery cycle.
How do I find open roles at Savvy Wealth that offer visa sponsorship?
Migrate Mate is the most efficient way to find and verify sponsorship-eligible roles at companies like Savvy Wealth. Rather than relying on job listings that don't disclose sponsorship status, Migrate Mate filters opportunities by verified sponsorship history, so you can apply with confidence that the employer has actually sponsored visa holders before. Search for Savvy Wealth directly on the platform to see current openings.