Savvy Wealth · 1 week ago
Advisory Operations Manager
NYC Office
Full-time
Hybrid
Mid Level
$120K/yr - $135K/yr
3+ years expSavvy is a fintech company revolutionizing wealth management through a digital-first platform. The Advisory Operations Manager will oversee systems and processes, ensuring operational excellence while collaborating with various teams to drive efficiency and support advisors and clients.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
Responsibilities
Billing: Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness
Oversight of Reporting Systems: Ensure data integrity and effective management of Savvy’s internal reporting systems
Custodian Relationships: Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary
Special Projects: Act as the project manager for special initiatives, including advisor transitions and system unlocks
Efficiency Improvements: Drive continuous improvements in operational efficiency, implementing best practices across advisory operations
AI Adoption: Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness
Qualification
Required
3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm, with a strong understanding of industry standards and best practices
Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, and Fidelity, with the capability to manage and optimize these systems for seamless operations
Strong leadership and communication skills, capable of driving cross-functional collaboration with Product, Compliance, and Advisory teams to implement systematic improvements and solve complex operational challenges
Experience in managing and executing billing processes, with a demonstrated ability to ensure accuracy and efficiency in financial operations
Ability to leverage AI and automation in daily processes and in projects
Proven ability to manage relationships with custodians and third-party vendors, ensuring smooth administration and onboarding of new partners
A proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm's growth and operational success
Enthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology
Ability to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Company
Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$105.8MKey Investors
The House Fund
2025-07-02Series B· $72M
2024-08-05Series A· $15.5M
2022-11-10Series A· $11M
Leadership Team
Ritik Malhotra
Founder & CEO
Recent News
2025-09-24
2025-09-24
2025-09-23
Company data provided by crunchbase