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Savvy Wealth
Savvy Wealth
51 – 200 Angajați
Sponsor pentru viza H1BAsistență medicalăConsultanțăMarketing
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.
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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.

USStatele Unite ale AmericiiNYNew York
180.000 $ – 200.000 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăOperațiuni

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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