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Savvy Wealth
Savvy Wealth
51 – 200 Zaposleni
Sponzor vizuma H1BSvetovanjeTrženjeZdravstveno varstvo
Savvy Wealth je tehnološko usmerjeno podjetje za upravljanje premoženja, ki posameznikom z visokim neto premoženjem ponuja prilagojeno finančno načrtovanje in upravljanje naložb. Njegova platforma združuje izkušene finančne svetovalce in digitalna orodja, vključno z dostopno nadzorno ploščo za spremljanje naložb in finančne uspešnosti. Savvy Wealth s povezovanjem človeškega svetovanja in tehnologije podpira pregleden pristop, osredotočen na stranke, k upravljanju dolgoročnih finančnih ciljev ter ponuja priložnosti za strokovnjake, ki jih zanima oblikovanje prihodnosti upravljanja premoženja.
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Delovna mesta v podjetju

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.

USZdružene države AmerikeNYNew York
120.000 $ – 135.000 $ / leto
HibridnoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaOperacije
NFS

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

  • 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.

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