Founding Data Engineer

About Savvy:

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Carta, Facebook, and more.

We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth.

The Role:

We’re looking for a Founding Data Engineer to help build and scale the data infrastructure that powers our advisor platform, internal operations, and business intelligence. You’ll work closely with engineering, product, and operations teams to build pipelines, build and manage our data stack, and ensure data quality and availability across the organization.

This is a hands-on role for someone excited about designing clean data models, turning raw data into reliable infrastructure for actionable insights, and learning deeply about how our business operates.

Responsibilities:

• Define and operate a centralized and scalable data platform

• Build modern data pipelines to ingest data from various sources using tools like dbt, Airflow, etc

• Partner closely with engineering, product management, business operations and strategy, sales, and other internal teams to provide data-based insights and leverage

• Build and maintain tools to empower internal teams to securely access and leverage data themselves (self service)

• Ensure data integrity and consistency across multiple systems and sources through core data models

• Leverage AI tools across the stack, from setting up pipelines and data models to providing insights to cross-functional partners

• Contribute to a data-first culture by advocating for best practices in data engineering and quality

Must have:

• 4+ years of experience as a Data Engineer or in a similar role

• Proficient in Python and SQL

• Hands-on experience with modern data tools (e.g., dbt, Snowflake, Airflow, Fivetran, Looker, Metabase)

• Experience designing and optimizing scalable data pipelines and workflows

• Strong understanding of data modeling, data warehousing, and performance tuning

• Comfortable working cross-functionally with technical and non-technical teams

• Strong attention to detail, communication skills, and a bias toward action

• In office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan

Nice to have:

• Prior work experience in a high-growth startup

• Familiarity with APIs and integrating third-party data sources

• Exposure to event-driven architectures or streaming technologies (Kafka, Kinesis, etc.)

• Experience working with sensitive/regulated data and related compliance standards.

Additional Information:

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to best in class medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch, dinner, and snacks provided in the office

• Parental leave coverage (8 weeks) and support (Tilt)

• Access to virtual mental health care (Spring Health), vision related benefits (XP 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)