Savvy Wealth

Advisory Operations Manager

Savvy Wealth

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $120,000 - $135,000 per year

About the role

  • Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness.
  • Ensure data integrity and effective management of Savvy’s internal reporting systems.
  • Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary.
  • Act as the project manager for special initiatives, including advisor transitions and system unlocks.
  • Drive continuous improvements in operational efficiency, implementing best practices across advisory operations.
  • Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness.

Requirements

  • 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.
  • Experience in managing and executing billing processes, with a demonstrated ability to ensure accuracy and efficiency in financial operations.
  • Proven ability to manage relationships with custodians and third-party vendors, ensuring smooth administration and onboarding of new partners.
  • Ability to leverage AI and automation in daily processes and in projects
  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
billing processesdata integrity managementproject managementoperational efficiencyAI applicationautomation implementationfinancial operationswealth management platformscustodian management
Soft Skills
proactive mindsetownershipaccountabilityattention to detailability to thrive in fast-paced environmentsrelationship managementcommunicationorganizational skills