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 JobsAbout 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
The Strategic Growth team is responsible for bringing top-producing financial advisors to Savvy and plays a critical role in the company’s continued growth. In this role you will partner closely with our SDR team, who provide top-of-funnel support by identifying and engaging prospective advisors. From there, you will own the sales process -- building relationships with advisors and helping them understand how Savvy’s technology, marketing, operational support, and culture can enable them to build a stronger, more scalable wealth management business. This is a highly consultative sale centered on influencing successful advisors to make a meaningful career and business transition. You’ll work directly with the decision-makers themselves, allowing you to build genuine relationships, navigate complex considerations, and make a visible impact on Savvy’s growth.
Responsibilities
- Bring top producing financial advisors with an existing book of business to Savvy by effectively selling the Savvy value proposition.
- Partner with the SDR team to engage prospective financial advisors, inbound and outbound, and qualify them to ensure they're a strong fit. Build relationships with prospects as a business partner and help them understand the different paths to achieving their business goals.
- Identify the key pain points a prospective financial advisor has and tailor the sales process accordingly.
- Prepare for and run the recruiting process to showcase Savvy's technology platform, sales and marketing capabilities, and operational support to prospective financial advisors.
- Understand a prospective advisor's pricing and compensation expectations and book-of-business transferability, and use that information to customize pricing and compensation contracts that work for both the advisor and Savvy.
- Leverage internal tools and keep them up to date based on your sales activity.
- Prepare for and participate in regular business reviews with the Leadership Team, sharing pipeline data, learnings, and next steps, and providing forecasts across your current pipeline and projections for future quarters.
Nuances For This Role
- This is a quota-carrying role. Deal size ranges from $200K to $1M+ ARR, with an average time to close currently under two months.
- This is a more humanized sale than the average technology sales process, since you're dealing directly with decision-makers. Think of every financial advisor as the CEO of their own business, this requires a heightened degree of empathy to be successful, along with the ability to make quick decisions.
- Consider a top producing financial advisor who's been with a firm for 10+ years. Their personal and professional identity is often tied to that firm's brand. Successfully educating an advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and focus to get the deal done.
- The equally demanding need for high IQ and high EQ in this role has built an incredibly high-performing, driven team with diverse backgrounds.
Must Have
- 5+ years of relevant sales experience in quota-carrying roles
- 2+ years of experience at a high-growth tech startup
- Experience with deal sizes of $200K to $1M ARR
- Experience working with deal cycles ranging from 1–12 months
- Experience selling to senior executives and owners
- Proficiency with revenue-related technology, such as AI (Claude, ChatGPT, etc.), CRM tools (e.g., Salesforce), and sales and marketing tools (e.g., LinkedIn, Outreach, Gong, etc.)
Nice To Have
- Experience recruiting individuals through a tech-enabled platform business, a staffing agency, or as a corporate recruiter
- Experience selling in the financial advisory / wealth management space (RIA, broker-dealer, bank)
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)
Compensation Range: $250K - $285K
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
The Strategic Growth team is responsible for bringing top-producing financial advisors to Savvy and plays a critical role in the company’s continued growth. In this role you will partner closely with our SDR team, who provide top-of-funnel support by identifying and engaging prospective advisors. From there, you will own the sales process -- building relationships with advisors and helping them understand how Savvy’s technology, marketing, operational support, and culture can enable them to build a stronger, more scalable wealth management business. This is a highly consultative sale centered on influencing successful advisors to make a meaningful career and business transition. You’ll work directly with the decision-makers themselves, allowing you to build genuine relationships, navigate complex considerations, and make a visible impact on Savvy’s growth.
Responsibilities
- Bring top producing financial advisors with an existing book of business to Savvy by effectively selling the Savvy value proposition.
- Partner with the SDR team to engage prospective financial advisors, inbound and outbound, and qualify them to ensure they're a strong fit. Build relationships with prospects as a business partner and help them understand the different paths to achieving their business goals.
- Identify the key pain points a prospective financial advisor has and tailor the sales process accordingly.
- Prepare for and run the recruiting process to showcase Savvy's technology platform, sales and marketing capabilities, and operational support to prospective financial advisors.
- Understand a prospective advisor's pricing and compensation expectations and book-of-business transferability, and use that information to customize pricing and compensation contracts that work for both the advisor and Savvy.
- Leverage internal tools and keep them up to date based on your sales activity.
- Prepare for and participate in regular business reviews with the Leadership Team, sharing pipeline data, learnings, and next steps, and providing forecasts across your current pipeline and projections for future quarters.
Nuances For This Role
- This is a quota-carrying role. Deal size ranges from $200K to $1M+ ARR, with an average time to close currently under two months.
- This is a more humanized sale than the average technology sales process, since you're dealing directly with decision-makers. Think of every financial advisor as the CEO of their own business, this requires a heightened degree of empathy to be successful, along with the ability to make quick decisions.
- Consider a top producing financial advisor who's been with a firm for 10+ years. Their personal and professional identity is often tied to that firm's brand. Successfully educating an advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and focus to get the deal done.
- The equally demanding need for high IQ and high EQ in this role has built an incredibly high-performing, driven team with diverse backgrounds.
Must Have
- 5+ years of relevant sales experience in quota-carrying roles
- 2+ years of experience at a high-growth tech startup
- Experience with deal sizes of $200K to $1M ARR
- Experience working with deal cycles ranging from 1–12 months
- Experience selling to senior executives and owners
- Proficiency with revenue-related technology, such as AI (Claude, ChatGPT, etc.), CRM tools (e.g., Salesforce), and sales and marketing tools (e.g., LinkedIn, Outreach, Gong, etc.)
Nice To Have
- Experience recruiting individuals through a tech-enabled platform business, a staffing agency, or as a corporate recruiter
- Experience selling in the financial advisory / wealth management space (RIA, broker-dealer, bank)
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)
Compensation Range: $250K - $285K
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.