Customer Success & Support Jobs at Savvy Wealth
Savvy Wealth has 2 open customer success and support roles, 2 of them remote, alongside 21 other open roles.
About Savvy Wealth
Savvy Wealth is a wealth management platform for independent financial advisors. The company provides operational, compliance, technology, and marketing support to advisors, along with a technology platform that is described as AI-native. Advisors using Savvy retain full ownership of their business, clients, and data. The company also aims to give advisors access to a broader financial ecosystem and a community of fellow advisors.
The open roles
- Senior Client Associate (West Coast): remote, USD 70k to 75k, Senior, posted 26 August 2026.
- Senior Client Associate : remote, USD 65k to 75k, Senior, posted 26 August 2026.
Also hiring at Savvy Wealth
Savvy Wealth is also hiring in engineering (5), operations (4), marketing and growth (3), people and talent (3), product (2) and sales and business development (2).
Its roles are in New York City, NY, US (18) and remote (5).
What customer success and support work involves at an early-stage startup
At a pre-seed to Series A startup you are often the whole support function. You answer the inbox, run onboarding calls, and tell engineers which bugs are costing customers. At a large company that work is split across several teams with a script to follow.
Experience level
Open roles by the experience the posting asks for.
Questions people ask
Can these roles be done remotely?
2 of the 2 open customer success and support roles at Savvy Wealth are remote.
What else is Savvy Wealth hiring for?
Engineering, operations, marketing and growth, people and talent, product, and sales and business development: 19 more roles.