Savvy Wealth
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Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.
Manager, Strategic Growth Associates
Accounting Manager
People Operations Manager
Senior Research Analyst
Technical Recruiter
Client Marketing Associate
Senior Software Engineer (Mexico)
Senior Fintech Strategy & Ops Manager
Senior Product Designer
Legal & Compliance
Senior Product Manager, AI
Head of Fintech Operations
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