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Savvy Wealth
Savvy Wealth
51 – 200 Employees
H1B Visa SponsorConsultingHealthcareMarketing
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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Advisory Operations Manager

Lead 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.

USUnited StatesNYNew York
$120,000 – $135,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredOperations
NFS

Description

  • Find ways to use AI and automation in advisory operations.
  • Improve process efficiency, data quality, and operational performance.
  • Handle daily billing setup for new accounts.
  • Work with the team lead to manage monthly billing.
  • Keep billing accurate and on schedule.
  • Maintain data integrity and manage internal reporting systems effectively.
  • Manage custodian relationships, including Schwab, Fidelity, and Interactive Brokers.
  • Oversee administrative work and onboard custodians as needed.
  • Manage special projects, including advisor transitions and system unlocks.
  • Continuously improve operational efficiency.
  • Establish best practices across advisory operations.
  • Work with Product, Engineering, Design, and Compliance to improve operations across systems.

Requirements

  • At least 3 years of advisory operations experience at a Registered Investment Adviser (RIA) firm.
  • Strong knowledge of industry standards and best practices.
  • Ability to use AI and automation in day-to-day processes and projects.
  • Hands-on experience with Orion, AdvicePay, Schwab, Fidelity (IWS and NFS), Goldman Sachs, and Interactive Brokers.
  • Ability to manage and optimize wealth management platforms and custodian systems.
  • Strong leadership and communication skills.
  • Ability to collaborate across Product and Advisory teams.
  • Experience managing and carrying out billing processes.
  • Ability to maintain accuracy and efficiency in financial operations.
  • Proactive approach with a sense of ownership and accountability.
  • Interest in fintech and wealth management technology.
  • Ability to work effectively in a fast-paced, high-pressure environment.
  • Ability to manage several projects and deadlines while maintaining attention to detail.
  • Availability to work in the Manhattan office four days per week.
  • Located in New York or willing to relocate there.

Benefits

  • Equity package.
  • Relocation support for candidates moving to the New York City office.
  • Unlimited paid time off.
  • Paid company holidays.
  • Medical, dental, and vision plans.
  • Company 401(k), with Mega Backdoor Roth options.
  • Commuter plans.
  • HSA and FSA plans.
  • Lunch and snacks at the office.
  • Dinner provided for employees who stay late.
  • Virtual mental health care through Spring Health.
  • Health concierge service through Rightway.
  • Guardian WorkLifeMatters EAP counseling for stress management, dependent care, nutrition, fitness, legal, and financial concerns.
  • New York City office in Union Square.

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