
Director of Revenue Accounting
Savvy WealthLead revenue accounting, ASC 606 compliance, accounts receivable, and financial reporting at Savvy Wealth. Build scalable processes for its growing registered investment adviser and broker-dealer business.


Lead revenue accounting, ASC 606 compliance, accounts receivable, and financial reporting at Savvy Wealth. Build scalable processes for its growing registered investment adviser and broker-dealer business.

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.

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.

Savvy Wealth is seeking a Legal Operations Associate to strengthen AI-enabled legal and compliance systems. The role covers vendor management, RIA and broker-dealer obligations, contracts, regulatory calendars, and outside counsel spend.