Latest Jobs at Savvy Wealth

Savvy Wealth is a technology-driven wealth management firm serving high-net-worth individuals through personalized financial planning and investment management. Its platform brings together experienced financial advisors and digital tools, including an accessible dashboard for monitoring investments and financial performance. By combining human guidance with technology, Savvy Wealth supports a transparent, client-focused approach to managing long-term financial goals and offers opportunities for professionals interested in shaping the future of wealth management.

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4 new jobs this week

51 – 200 Employees

Hybrid Full-time Lead English Required Accounting Manager

$180,000 – $220,000 / year

ERP Flux

Lead revenue accounting, ASC 606 compliance, accounts receivable, and financial reporting at Savvy Wealth. Build scalable processes for its growing registered investment adviser and broker-dealer business.

Open

51 – 200 Employees

Hybrid Full-time Middle Senior English Required Operations

$180,000 – $200,000 / year

Lead advisor payouts, loans, invoicing, equity distributions, and expense operations for Savvy Wealth. Build reliable, scalable financial processes for an AI-native wealth-management platform.

Open

51 – 200 Employees

Hybrid Full-time Middle Senior English Required Financial Planning and Analysis

$180,000 – $200,000 / year

Lead finance strategy and operations at Savvy Wealth, managing advisor payouts, revenue processes, and automation. Build scalable finance operations supporting more than 100 independent advisors.

Open

51 – 200 Employees