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Product Manager

Savvy Wealth· EPD
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Hybrid (NYC Office)$170k - $200kFull-timePosted 4mo ago

About the role

Product Manager role in a fast-growing AI-enabled wealth management fintech. Lead product direction, identify market opportunities, define roadmap, write specs, and drive end-to-end delivery with engineering and design.

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.

Qualifications

  • 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.)

Skills

Required:Product ManagementAI Tools (e.g., Claude, Claude Code)Cross-functional leadership

Benefits

  • Competitive salary and equity package
  • Relocation package to NYC
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
  • NYC office in Union Square
  • Lunch and snacks provided in the office, & dinner if you stay late
  • Access to virtual mental health care (Spring Health) and health concierge (Rightway)
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Last updated Oct 14, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
Company profileWebsite

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