Investment Operations and Trading Associate

Savvy Wealth • New York, NY

2d • Onsite

About The Position

Savvy Wealth is a rapidly growing wealth management platform that aims to modernize financial advice through technology. The company offers AI-powered software, automated sales and marketing, and seamless back-office workflows to financial advisors. Savvy has achieved significant growth, surpassing $5.1 billion in AUM in less than three years and experiencing over 600% growth in the last 18 months. The company is seeking to expand its product offerings and continue its revenue growth. The Investment Operations & Trading Associate will be instrumental in enhancing and scaling Savvy’s centralized trading infrastructure, focusing on investment operations to support advisors and drive the adoption of the Savvy Wealth Investment Management (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.
• Proven ability to take ownership of tasks and execute with efficiency and accuracy.
• Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
• Current Series 65 license or willingness to obtain within 2 months.

Nice To Haves

• Experience with Orion Eclipse or comparable trading platforms
• Background in implementing model portfolios or investment automation
• Track record of improving operational processes and workflows

Responsibilities

• Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
• Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
• Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
• Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
• Implement new accounts into SWIM and execute rebalances for advisors
• Support bulk implementations to accelerate advisor adoption of SWIM
• Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
• Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
• Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed