Advisory Operations Manager
About The Position
Savvy Wealth is a registered investment advisor (RIA) that partners with experienced financial advisors, providing them with a modern, AI-native home to grow their business without the burden of running the back office. Advisors join Savvy, operating under their own brand or ours, and Savvy earns a percentage of the assets they manage. In return, advisors receive a comprehensive business solution including a proprietary tech platform and client portal, an in-house marketing team, a world-class investment management team, and a dedicated client services team for day-to-day operations and support. This allows advisors to service more households and save significant time. AI is central to Savvy's operations, with AI-powered tools like Savvy Intelligence and encouragement for all employees to experiment with AI, supported by a dedicated AI enablement team and an internal RevOps organization building AI agents. Savvy is a rapidly growing Series C company with substantial funding and ARR, recognized as the No. 1 fastest-growing financial services company in America by Inc. in 2026. The company is a Certified Great Place to Work, recognized for its culture and growth.
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.
- Ability to leverage AI and automation in daily processes and in projects
- Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, Fidelity (IWS and NFS), Goldman Sachs and Interactive Brokers 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 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.
- 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.
Responsibilities
- Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness.
- 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.
Benefits
- Competitive salary and equity package
- Generous relocation package
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring Health) and health concierge (Rightway)
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
