संयुक्त राज्य
न्यूयॉर्कLead billing, custodian relationships, reporting, and process automation for Savvy Wealth’s technology-enabled advisory platform. Improve operations in partnership with advisor services and cross-functional teams.
संयुक्त राज्यन्यूयॉर्कLead 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.
संयुक्त राज्यन्यूयॉर्कLead advisor payouts, loans, invoicing, equity distributions, and expense operations for Savvy Wealth. Build reliable, scalable financial processes for an AI-native wealth-management platform.
संयुक्त राज्यन्यूयॉर्कLead finance strategy and operations at Savvy Wealth, managing advisor payouts, revenue processes, and automation. Build scalable finance operations supporting more than 100 independent advisors.
संयुक्त राज्यन्यूयॉर्कSavvy Wealth is seeking a Legal Operations Associate to strengthen AI-enabled legal and compliance systems. The role covers vendor management, RIA and broker-dealer obligations, contracts, regulatory calendars, and outside counsel spend.
