Advisory Operations Manager
Savvy WealthNew York, New York, United States
Posted January 22, 2026
Full Time
About the Company
Savvy Wealth is a fintech company building a digital-first solution for wealth management.
Job Description
Savvy Wealth is a fintech company building a digital-first solution for wealth management. They are seeking an Advisory Operations Manager to oversee the operational backbone of their business.
Requirements
- 3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm
- Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, and Fidelity
- Strong leadership and communication skills
- Experience in managing and executing billing processes
- Ability to leverage AI and automation in daily processes and in projects
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, vision related benefits, and health concierge
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues
