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.

Tech stack: Ruby on Rails, React, TypeScript, PostgreSQL, GraphQL, Next.js, AWS.

Seniority:

• 5 -​ 8 years of experience applied AI software engineering,​ with a track record of building,​ shipping,​ and iterating on production-​grade AI features or products end-​to-​end in real-​world environments.​

Work experience:

• Experience building and shipping products at an early-​stage startup (Seed–Series B) where engineers owned features end-​to-​end and operated in ambiguous,​ fast-​moving environments.​
• Experience navigating complex product environments with multiple systems or product lines (e.​g.​,​ multi-​product B2B SaaS or fintech platforms).​
• Exposure to both startup execution and larger-​scale engineering environments (ex:​ Big Tech → startup builder or multiple startup stages).​
• Experience working in customer-​feedback driven product teams where engineers iterate quickly based on real user input.​

Education:

Technical Degree.​ 

Hard skills:

• Demonstrated ability to ship production software tied to real business outcomes (not just technical implementations).​
• Deeply integrates modern AI tools into daily development workflow (e.​g.​,​ Claude,​ Cursor,​ agents,​ copilots) to build and ship products faster.​
• Experience building AI-​enabled application systems such as agents,​ copilots,​ workflow automation,​ RAG pipelines,​ or LLM-​powered product features.​
• Ability to work across the stack to deliver product features (frontend,​ backend,​ and integrations).​

Soft skills:

• Connects their work to business outcomes and impact.​
• Thrives in ambiguity and is comfortable with frequent change.​
• Self-​directed,​ annoyance-​driven problem solver who gets un-​stuck independently.​
• Must be able to work from the NYC office.​

We build infrastructure and AI tools for independent financial advisors to scale their businesses faster. They've hit $5B+ AUM and raised $105M from top investors like Thrive Capital and Index Ventures. You'll join during their explosive growth phase - they're scaling from 35 to 110+ people in under a year with strong product-market fit. Work directly with customers in Slack and see your code impact real businesses immediately. This Applied AI role focuses on building practical AI agents and automation tools that advisors use daily. You'll own end-to-end features and work in their NYC office with a team that values speed over perfection.

The company is led by repeat founder and CEO Ritik Malhotra, a Y Combinator and Thiel Fellowship alum with two prior exits (to Box and Brex) who previously helped launch Brex Cash at Brex. The broader leadership team includes seasoned executives such as Erik Hurkman, their CTO, who previously held VP of Engineering roles at companies like Carta and Maven Clinic, bringing deep experience scaling complex fintech and healthcare platforms. Savvy has already grown rapidly, managing hundreds of millions in client assets and building a fully integrated technology stack for advisors that automates onboarding, operations, marketing, and portfolio management, positioning the company to modernize a massive wealth management market.