Savvy Wealth · 9 hours ago
Senior IT Operations Manager
Savvy is a fintech company focused on modernizing wealth management through technology. They are seeking a Senior IT Operations Manager to oversee internal IT systems and support the company's rapid growth by managing onboarding processes, providing technical support, and building IT policies.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
Responsibilities
Handle onboarding and offboarding for both internal team members and our advisor, including platform setup and SaaS account provisioning
Manage laptop inventory, fulfillment, tracking, and coordinate repairs and warranty claims
Provide technical support to NYC office, remote employees, and our financial advisors
Maintain office networking, conference room A/V
Build and document repeatable IT processes and policies to support company scaling
Support advisors through complex IT transitions including email and domain migrations
Manage relationships and contracts with IT vendors
Coordinate SOC 2 audits and compliance work
Handle day-to-day office coordination including visitor management and vendor support
Travel occasionally to support large advisor group onboardings
Qualification
Required
4+ years of hands-on IT support experience with user onboarding/offboarding and device management
Experience with Google Workspace administration and MDM solutions (Rippling preferred)
Strong customer service skills with ability to support both internal teams and external advisors
Proven track record of building and documenting IT processes and procedures
Understanding of security best practices, access controls, and compliance requirements
Excellent communication skills and ability to work independently in a fast-paced environment
Strong writing skills – Savvy is a written culture
Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management
Preferred
Financial services or RIA industry experience, particularly with compliance tools
Experience with email/domain migrations and supporting business transitions
Project management experience and vendor relationship management
Facilities coordination background
SOC 2 audit experience and familiarity with fintech security requirements
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.
H1B Sponsorship
Savvy Wealth has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2021 (1)
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
Recent News
2025-09-24
2025-09-24
2025-09-23
Company data provided by crunchbase