Investment Operations and Trading Associate

Savvy is changing the wealth management industry with a digital-first solution that modernizes human financial advice. As an Investment Operations & Trading Associate, you will play a critical role in enhancing and scaling Savvy's centralized trading infrastructure, executing daily trading, portfolio management, and driving adoption of Savvy's SWIM platform.

Requirements

• 2+ years of relevant experience in wealth management, trading, or investment operations
• 2+ years of experience trading client portfolios using portfolio management and trading software
• Strong understanding of the wealth management industry and experience collaborating with advisors

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)