Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 28 hours agoWe saw it 91 min after it went up

Portfolio Strategist

Savvy Wealth33 open roles

Pay
$165,000 – $200,000 a year
Where
NYC Office
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPortfolio StrategistSavvy Wealth · NYC Office

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Savvy Wealth's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.9% of postings close within 7 days. Measured by our own scanner across the market. Savvy Wealth postings stay open a median of 67 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.9%7 days
  4. 22.4%14 days
  5. 38.1%30 days
  6. 59.0%60 days
This job: posted 28 hours ago

Savvy Wealth median: 67 days open

The posting

ABOUT SAVVY WEALTH:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

- Newsweek's America's Greatest Startup Workplaces (2026)

- Fortune Best Workplaces in New York™ (2026)

- Great Place to Work Certified™

THE ROLE:

Savvy is building the modern wealth platform for financial advisors, and SWIM (Savvy Wealth Investment Management) is how we give those advisors institutional-quality investment solutions: total-portfolio models, direct indexing, concentrated stock solutions, alternatives, and more. As a Portfolio Strategist, you’ll be the bridge between the SWIM team and our advisors, their clients, and their prospects: the person advisors call to understand a strategy, pressure-test an allocation, or turn a client conversation into a proposal, and the investment expert they bring into client and prospect meetings. You’ll dig into advisor books to find where SWIM can make a real difference for clients, build the proposals that make the case, and see each enrollment through to implementation so clients are invested quickly and correctly. Because we’re a technology company at heart, you’ll do it with AI and automation at the center, building the workflows that let one strategist deliver coverage that takes a whole team at a legacy firm. If you’ve been an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager and want to build something with a direct line to growth, this is the seat.

RESPONSIBILITIES:

- Serve as the go-to SWIM investment resource for Savvy advisors: explain SWIM’s investment philosophy, process, and platform, answer questions, pressure-test allocations, and build trust in SWIM’s investment approach

- Conduct advisor book reviews to find households and accounts where SWIM solutions may improve client outcomes and drive enrollments

- Build proposals and portfolio analyses (current vs. proposed allocation, asset location, vehicle selection, tax impact, risk, cost) that help advisors make the case to clients

- Join advisors in client and prospect meetings as the SWIM investment subject-matter expert, including commentary on markets and portfolio positioning

- Translate SWIM’s investment views, portfolio positioning, and product capabilities into clear, advisor-friendly language, and work with the SWIM investment team and Marketing to create and maintain educational materials

- Present SWIM strategies and positioning to advisor groups in training sessions and at firm events

- Own implementation for enrolled accounts: build tax-aware transition plans, prepare trades and model assignments, and partner with SWIM trading and operations to get accounts fully invested quickly and accurately

- Use AI and internal tools to identify opportunities, scale portfolio reviews, and speed up proposal generation

- Partner with Engineering, Product, and Design (EPD), Marketing, and Advisor Success to improve advisor support, tooling, and execution

- Bring advisor feedback back to SWIM leadership to refine offerings, messaging, and growth strategy

MUST HAVE:

- You have 5+ years of experience in portfolio consulting, wealth management, asset management, investment operations, or advisor-facing investment support, in roles such as an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager

- You have a strong command of public and private markets, portfolio construction, asset location, model portfolios, ETFs, direct indexing, and options, and you understand how advisors actually run their practices

- You’ve taken accounts from proposal to implementation: you understand tax-aware transitions (lot selection, gain budgeting, wash-sale rules), and you’ve worked closely with trading or operations teams

- You explain complex investment concepts and market conditions clearly and commercially, one-on-one and to groups, and you’re comfortable helping advisors reach a well-informed decision

- You thrive in a consultative, service-oriented role and build trust quickly with advisors, their clients, and their prospects

- You work independently, take initiative, and make sound recommendations when information is incomplete

- You have experience using AI tools to gather data, automate workflows, and produce takeaways

- Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

NICE TO HAVE:

- CFA, CFP®, or CIMA designation (or progress toward one)

- Hands-on experience with a rebalancing or trading platform (e.g., Orion Eclipse or Tamarac) and major custodian platforms (e.g., Fidelity, Schwab, Goldman Sachs, Pershing)

- Experience implementing direct indexing or tax-managed SMAs, concentrated stock strategies, or alternatives in a wealth management context

- Familiarity with portfolio analytics and proposal tools (e.g., Orion, Morningstar, YCharts)

- Experience at a growth-stage fintech or RIA

BENEFITS:

- Competitive salary and equity package

- We offer a generous relocation package to help top talent make the move to our NYC office

- 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) to help you find the right care

- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

- Benefits are available to full-time employees

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Savvy Wealth's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Savvy Wealth's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Savvy Wealth's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.