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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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Compensation Operations Manager, New York City Hybrid

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.

USUnited StatesNYNew York
$180,000 – $200,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredOperations

Description

  • Own the full monthly payout cycle for individual advisors and advisor teams
  • Calculate gross-to-net payouts from contract terms, including fees for additional services and products
  • Reconcile each payout and resolve discrepancies before funds are released
  • Administer advisor loans, including balances, repayment schedules, and payout offsets
  • Develop and operate equity distribution processes for advisors
  • Oversee corporate card budgets and advisor expense activity
  • Investigate advisor payroll escalations and carry them through resolution
  • Manage advisor platform-fee invoicing and collections
  • Track deposits from third-party insurance and annuity partners and assign them to advisors
  • Document existing and newly developed processes, turning judgment-based decisions into repeatable procedures
  • Detect and resolve control weaknesses before they create advisor-facing errors
  • Work with Data and Engineering to replace spreadsheet-based workflows with systems
  • Report to the Head of Finance while partnering with advisory operations, trading, billing, post-sales, and advisors

Requirements

  • At least five years of experience in operations, payroll, commissions, revenue operations, or business operations, including ownership of a recurring monthly process involving money
  • Advanced Microsoft Excel skills, including lookups, nested logic, and pivot tables
  • Exceptional attention to detail and a strong intolerance for unexplained variances
  • Ability to gather information effectively across an organization
  • Strong written communication skills
  • Working proficiency with AI tools and sound judgment about when to use them
  • Experience in wealth management, financial services, or fintech is preferred
  • Experience managing individually negotiated commissions or incentive compensation is preferred
  • Experience with Stripe, corporate card platforms, or payroll systems is preferred
  • Experience as the first person in a role and building processes is preferred
  • Ability to work under Savvy's four-day-per-week in-office policy in Manhattan
  • Based in New York or willing to relocate to New York
  • Authorized to work in the United States or able to address sponsorship requirements

Benefits

  • Competitive salary and equity package
  • Unlimited paid time off and company holidays
  • Access to comprehensive medical, dental, and vision plans
  • Company 401(k), including Mega Backdoor Roth options
  • Commuter benefit plans
  • HSA and FSA plans
  • Office in Union Square, New York City
  • Office-provided lunch and snacks, plus dinner when working late
  • Virtual mental health care through Spring Health
  • Health concierge services through Rightway
  • Guardian WorkLifeMatters EAP counseling for stress management, dependent care, nutrition, fitness, legal, and financial matters

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