AI Strategy & Ops 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 platform to grow their business without managing the back office. Advisors join Savvy, operate under their own brand, and in return receive a comprehensive business solution including a proprietary tech platform, client portal, marketing support, investment management, and client services. Savvy emphasizes AI in all aspects of its operations, from its AI-powered client financial picture tool, Savvy Intelligence, to internal use of AI tools like Claude, supported by an AI enablement team and an in-house RevOps organization building agents. The company is in a rapid growth phase, being a Series C company with over 170 employees, significant funding, and aiming for $100M ARR. Savvy has received recognition for its growth and culture, including being ranked as the No. 1 fastest-growing financial services company in America by Inc. and being a Certified Great Place to Work.
Requirements
- 2–4 years of experience in business operations, strategy & operations, management consulting, investment banking or a similarly rigorous analytical role.
- Experience in a high-growth startup or another high-ownership setting where you wore multiple hats.
- Strong project management skills. You can keep multiple workstreams moving with minimal oversight and follow through on details.
- Structured, analytical problem-solving. You’re comfortable with imperfect information and can turn messy inputs into clear recommendations.
- Clear written and verbal communication. You can write a crisp doc and keep stakeholders informed.
- Hands-on experience using AI tools (e.g., ChatGPT/Claude, automation tools) to speed up research, analysis and workflows.
- Strong spreadsheet and modeling skills.
- High ownership and low ego. You roll up your sleeves, take responsibility and care more about outcomes than credit.
- Comfort in a fast-moving environment with shifting priorities and multiple deadlines.
Nice To Haves
- Exposure to wealth management financial services operations.
- Experience building or improving SOPs, process documentation or enablement materials for frontline or client-facing teams.
Responsibilities
- Run the Platform Services operating rhythm: weekly reviews, KR tracking, quarterly and annual planning, and follow-through on action items.
- Own planning logistics end to end, including headcount templates, capacity models, KR tracking and keeping planning docs on schedule.
- Draft and maintain internal docs, meeting materials and updates to keep teams aligned.
- Lead projects end to end: scoping, stakeholder alignment, execution and iteration, with support and guidance from the Senior AI Strategy & Ops Manager.
- Partner with Advisor Success leaders to improve workflows, SOPs, documentation and enablement for frontline teams.
- Break down ambiguous problems into clear workstreams, timelines and owners.
- Work AI-first: find manual, repetitive work and partner with Ops and Engineering to automate or simplify it before adding headcount.
- Track adoption of new tools and processes, and use feedback loops to keep improving them.
- Build analyses and simple models (capacity, workload, ROI) to inform prioritization and resourcing decisions.
- Maintain core metrics and reporting so teams can track progress and spot risks early.
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring 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)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
