Senior IT Operations Specialist

Savvy Wealth • New York, NY

1d • $130,000 - $145,000 • Hybrid

About The Position

Savvy Wealth is a rapidly growing, Series B company in the wealth management industry, aiming to modernize financial advising with an AI-native platform. We partner with independent financial advisors, providing them with a comprehensive business solution including proprietary technology, marketing support, investment management, and client services. Our platform helps advisors increase efficiency and client reach. AI is central to our operations, with internal tools and encouragement for employees to experiment with AI technologies. We are recognized as a Certified Great Place to Work and have received accolades for our culture and growth.

Requirements

• 3+ years of hands-on IT support experience with user onboarding/offboarding and device management
• Strong knowledge of Google Workspace administration and MDM solutions
• Solid DNS fundamentals: record types (MX, TXT, CNAME, A), email authentication (SPF, DKIM, DMARC), registrar and DNS host management, and the confidence to plan and execute record changes without breaking mail flow
• Exceptional customer service and stakeholder management skills; comfortable working face-to-face with clients, handling high-touch relationships, and staying composed when the stakes are personal for the person in front of you
• Excellent communication skills: able to clearly articulate issues, potential solutions, and timelines to both technical and non-technical audiences, and to work independently in a fast-paced environment
• Proven track record of building and documenting IT processes and procedures
• Understanding of security best practices, access controls, and least-privilege access design
• Strong writing skills; Savvy is a written culture
• Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management

Nice To Haves

• Hands-on experience migrating email and files into Google Workspace (from Microsoft 365, IMAP, or other platforms), including cutover planning and post-migration validation
• Proficiency in managing DNS records as code with Terraform (we manage our primary domain this way via GitHub)
• Financial services or RIA industry experience, particularly with compliance tools
• Experience supporting business transitions and acquisitions from an IT perspective
• Project management experience and vendor relationship management
• Familiarity with SCIM provisioning and identity lifecycle automation (Rippling or similar)

Responsibilities

• Support a hybrid macOS/Windows environment, including ticketing and troubleshooting
• Share advisor support and onboarding workload with the rest of the IT team, delivering white-glove service in person, over video, and through our support channels, working within documented SLAs
• Execute advisor migrations into Savvy: email and file migrations into Google Workspace, DNS record management and cutovers (including SPF, DKIM, DMARC), and phased transition planning that minimizes disruption
• Manage DNS across multiple providers and registrars (Cloudflare, GoDaddy, Google Cloud DNS), including email authentication records for marketing and compliance tooling
• Own the IT provisioning and deprovisioning process for employees and advisors: account creation, platform setup, endpoint allocation and MDM enrollment, and access management, with same-day deprovisioning as the standard
• Work closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences; clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholders
• Maintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras)
• Develop, document, and improve scalable IT processes, runbooks, and user-facing resources in Notion
• Contribute to automation of the employee and advisor lifecycle (SCIM provisioning via Rippling, group-based access) and to our SaaS governance work (app inventory, admin hygiene, access reviews)
• Support SaaS vendor relationships and coordinate with external vendors for IT equipment procurement, service agreements, and renewals
• Take ownership of small and large projects, and act as an escalation point for technical issues before escalating to leadership or other teams

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) 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: Senior
• Education Level: No Education Listed