Savvy Wealth este o companie de administrare a averii bazată pe tehnologie, care deservește persoane cu avere netă ridicată prin planificare financiară și gestionarea personalizată a investițiilor. Platforma sa reunește consilieri financiari cu experiență și instrumente digitale, inclusiv un tablou de bord accesibil pentru monitorizarea investițiilor și a performanței financiare. Prin combinarea îndrumării umane cu tehnologia, Savvy Wealth susține o abordare transparentă, axată pe client, pentru gestionarea obiectivelor financiare pe termen lung și oferă oportunități profesioniștilor interesați să contribuie la conturarea viitorului administrării averii.
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.
Descriere
- 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.
Cerințe
- 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.
Beneficii
- 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.