Portfolio and Trading Associate
About The Position
Savvy Wealth is a registered investment advisor (RIA) that partners with experienced financial advisors to provide them with a modern, AI-native home. Advisors can grow their business without managing the back office, receiving a proprietary tech platform, client portal, in-house marketing, investment management, and client services. Savvy utilizes AI extensively, with tools like Savvy Intelligence and encourages employees to experiment with AI like Claude. The company is a Series C with over 170 employees, has raised $200M, and is approaching $100M ARR. It has been recognized as the No. 1 fastest-growing financial services company in America by Inc. and is a Certified Great Place to Work.
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.
- Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes.
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
- Generous relocation package to help top talent make the move to our NYC office
- 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
