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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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Strategy and Operations Manager, Finance — Savvy Wealth (New York Hybrid)

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.

USUnited StatesNYNew York
$180,000 – $200,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Own recurring finance operations, including advisor payouts, invoicing and collections, and partner revenue
  • Execute each financial cycle accurately and take ownership of the underlying figures
  • Replace spreadsheet-heavy processes with AI-enabled workflows and tools
  • Document procedures, strengthen controls, and turn ad hoc decisions into repeatable processes
  • Act as the primary contact for advisor and internal finance questions
  • Collaborate across teams to identify and resolve issues at their source
  • Help establish the Strategy and Operations function while shaping its responsibilities and team
  • Contribute to strategic initiatives covering advisor pricing and economics, new advisor programs, vendor reviews, and leadership planning analysis
  • Work closely with Advisory Operations, Trading, Billing, and Post-Sales teams
  • Communicate directly with financial advisors and respond promptly to their needs
  • Report to the Head of Finance

Requirements

  • At least four years of experience in investment banking, consulting, or strategy, operations, or finance at a high-growth startup
  • Advanced Microsoft Excel skills, including lookups, nested logic, and pivot tables
  • Exceptional attention to detail and a low tolerance for unexplained variances
  • Comfort gathering information from teams across an organization
  • Strong written communication skills
  • Experience applying LLMs and agents to increase efficiency and leverage
  • Experience creating AI workflows, tools, or automations
  • Sound judgment about when high-stakes outputs require human review
  • Experience in wealth management, financial services, or fintech is a plus
  • Experience with individually negotiated commissions or incentive compensation is a plus
  • Experience serving as the first hire in a role and establishing processes is a plus
  • Availability to work four days per week from the Manhattan office
  • Currently based in New York or willing to relocate there
  • Able to answer the U.S. work sponsorship question and provide work authorization information during the application

Benefits

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

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