LogoFresh Jobs Ahead
Savvy Wealth
Savvy Wealth
51 – 200 Darbinieki
H1B vīzas sponsorsKonsultācijasMārketingsVeselības aprūpe
Savvy Wealth ir tehnoloģiju vadīts ieguldījumu pārvaldības uzņēmums, kas apkalpo turīgas privātpersonas, piedāvājot personalizētu finanšu plānošanu un ieguldījumu pārvaldību. Tā platforma apvieno pieredzējušus finanšu konsultantus ar digitāliem rīkiem, tostarp ērti lietojamu informācijas paneli ieguldījumu un finanšu rezultātu uzraudzībai. Apvienojot personīgu konsultēšanu ar tehnoloģijām, Savvy Wealth atbalsta pārskatāmu, uz klientu vērstu pieeju ilgtermiņa finanšu mērķu pārvaldībai un piedāvā iespējas profesionāļiem, kuri vēlas veidot bagātības pārvaldības nākotni.
LinkedIn
Vakances uzņēmumā

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.

USAmerikas Savienotās ValstisNYŅujorka
120 000 $ – 135 000 $ / gads
HibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuOperācijas
NFS

Apraksts

  • 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.

Prasības

  • 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.

Priekšrocības

  • 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.

Saistītās vakances

Satispay

Senior Accounting Manager – Italy and Luxembourg

Satispay
201 – 500 Darbinieki
B2BElektroniskā komercijaFintech
ITItālija
48 500 € – 60 100 € / gads
HibrīdiPilna slodzeVecākais speciālistsVadošais speciālistsNepieciešamā Valoda: angļuGrāmatvedības vadītājs
ERP

Lead operational accounting, statutory compliance, and reporting across Satispay’s Italian and Luxembourg entities. Manage the accounting team and support the transition to dual IAS/IFRS reporting.

Atvērt
NBT Bank

Loan Accounting Supervisor at NBT Bank — Norwich, NY

NBT Bank
1001 – 5000 Darbinieki
ApdrošināšanaKonsultācijasVeselības aprūpe
USAmerikas Savienotās ValstisNYŅujorkaPAPensilvānija
90 533 $ – 120 734 $ / gads
KlātienēPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuGrāmatvedības vadītājs

Lead NBT Bank’s loan accounting operations, reporting, controls, and projects. Guide accounting staff supporting selected locations in New York and Pennsylvania.

Atvērt