Senior Product Manager Shape the Next Wealth Platform

A leading fintech company in New York is seeking a Senior Product Manager to lead product strategy and identify market opportunities. The ideal candidate has over 5 years of experience in product management, particularly in high-growth tech startups or B2B wealth management. This role requires strong problem-solving, communication skills, and an ownership...

About Savvy Wealth: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...

About Savvy Wealth Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...

Overview At Addition Wealth, were on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access...

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and...

At Aleta, we're not always actively hiring for an Investment Controller*, but we're always on the lookout for outstanding professionals with a passion for IT and knowledge about the investment universe.We believe the best teams are built by connecting with great people at the right time, so if you're curious about what we do, love data, and thrive in a...

Senior Consultant - Wealth & Asset ManagementCapco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers...

Savvy Wealth Creates CTO Position to Build Out Product, Engineering Teams Savvy Wealth Creates CTO Position to Build Out Product, Engineering TeamsEric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent.February 26, 20253 Min ReadSavvy Wealth CTO Eric HurkmanSavvy...

A cutting-edge wealth management firm seeks a Senior Wealth Advisor to shape the future of wealth management. This role involves developing and managing high net worth client relationships, advising on investment strategies, and collaborating with product teams. Candidates should have 10+ years of experience in investment advisory and hold relevant...

About the Team: Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As...