Software Engineer, Applied AI
hybrid•New York•$201k - $246k+ Competitive equity
About this role
We are looking for a Senior Software Engineer, Applied AI (Senior SWE II) with roughly 5–8 years of experience to join our engineering team. This role is ideal for a product-minded builder who deeply integrates AI tools into their workflow and can operate with speed and autonomy in a fast-moving, ambiguous environment.
\You will help build and deploy AI-powered systems directly into Savvy’s advisor platform, automating complex workflows and enabling financial advisors to run their businesses more effectively. This role sits at the core of Savvy’s product and growth flywheel, building practical AI solutions that free advisors from time-consuming operational work so they can focus on serving clients and growing their business.
What will you be doing?
Build production AI features embedded in Savvy’s platform Design and ship AI-powered capabilities for financial advisors and internal operations teams, including copilots, specialized agents, workflow automations, summarization systems, and intelligent task routing.
Develop intelligent agents to automate complex advisor workflows For example, build systems that automatically prepare client meeting materials by pulling context from across Savvy’s platform, generating talking points, creating meeting decks, capturing meeting notes, and converting follow-ups into tasks.
Work across the full product development lifecycle Identify opportunities where AI can meaningfully improve advisor workflows, design solutions, implement systems, ship quickly to production, and iterate based on real usage and feedback.
Operate close to real users and customer feedback Collaborate directly with financial advisors who actively use the product and provide feedback through Slack and other channels, enabling rapid iteration and continuous improvement of the platform.
Collaborate cross-functionally to deliver impactful systems Work closely with Product, Design, and other engineering teams to define scope, navigate ambiguity, and deliver high-impact solutions in a fast-growing, high-velocity startup environment.
Build in a high-ownership environment Engineers operate with significant autonomy and are expected to connect their work directly to business outcomes, helping Savvy scale its advisor platform and accelerate growth.
Interview process
- 1Recruiter Interview
About Savvy Wealth
➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.
Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
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Frequently Asked Questions
What does Savvy Wealth pay for a Software Engineer, Applied AI?
Savvy Wealth offers a competitive compensation package for the Software Engineer, Applied AI role. The salary range is USD 201k - 246k per year, plus Competitive equity equity. Apply through Clera to learn more about the full compensation details.
What does a Software Engineer, Applied AI do at Savvy Wealth?
The Software Engineer, Applied AI role at Savvy Wealth involves We are looking for a Senior Software Engineer, Applied AI (Senior SWE II) with roughly 5–8 years of experience to join our engineering team. This role is ideal for a product-minded builder who deeply...
Is the Software Engineer, Applied AI position at Savvy Wealth remote?
The Software Engineer, Applied AI position at Savvy Wealth offers a hybrid work arrangement, with office presence required in New York, United States. This combines the flexibility of remote work with in-person collaboration.
How do I apply for the Software Engineer, Applied AI position at Savvy Wealth?
You can apply for the Software Engineer, Applied AI position at Savvy Wealth directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.