Senior Product Manager, Family Office

Savvy
New York
Workplace: OnsiteFull timeUSD 190,000 - 225,000 annuallyFunction: Product ManagementExperience: 5+ yearsSkills: ["Communication","Leadership","Negotiation","Stakeholder management"]

Lead the development of Savvy's family-office layer by defining services beyond core investment management, selecting partners, and deciding build/buy/partner strategies. Own AI-native product initiatives, drive cross-functional execution, and shape a scalable platform experience for high-growth wealth management clients.

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FursaFursa
Savvy
Savvy
1 month ago

Senior Product Manager, Family Office

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Lead the development of Savvy's family-office layer by defining services beyond core investment management, selecting partners, and deciding build/buy/partner strategies. Own AI-native product initiatives, drive cross-functional execution, and shape a scalable platform experience for high-growth wealth management clients.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Manager level

Key Responsibilities

  • •Own the family office strategy: decide which services beyond core investment management a Savvy advisor needs to deliver - tax, estate, trust, insurance, lending, giving - and in what order we go after them. You set the roadmap for the family-office layer.
  • •Own the partner ecosystem: find, evaluate, and manage the external partners who deliver these services. You're the product DRI on partner calls — reading the contracts, scoping integrations, pushing their roadmaps, and deciding first-party vs. third-party vs. white-label, service by service.
  • •Make the build-vs-buy-vs-partner call: every service is a different decision, and each one is a business-model decision — which we build, which we route to a partner and own
  • •Turn services into product: today these run on humans and manual handoffs. Productize what should scale, keep the human where it earns its place, and make it feel like one Savvy experience even when three partners sit behind it.
  • •Cross-functional execution: engineering, design, advisor success, compliance, and external partners. You unblock, you decide, you drive on regulated timelines.

Pay and Benefits

Salary: USD 190,000 - 225,000 annually
Equity and Bonus:Equity
Perks:Paid LeavePaid HolidaysHealth InsuranceDentalVision401kEquity

Key Requirements

  • •5+ years of product management, including time at a high-growth tech startup.
  • •Built or owned products that lean on external partners — you've negotiated scope, integrated third parties, and owned the experience around someone else's service
  • •Owned a product or business line end-to-end, including the business case (adoption, pricing, partner economics, P&L thinking), not just the feature set
  • •Shipped AI-powered products — actually owned the roadmap for an AI feature or product, not just used AI in your workflow
  • •Strong business, design, and technical sense
Experience:5+ yearsWealth managementFintechFinancial services
Skills:CommunicationLeadershipNegotiationStakeholder management
Tech Stack:ClaudeAIAI-nativeThird-party integrations

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
Website