Savvy Wealth - Finance

Savvy Wealth seeks a Senior Manager, Finance Systems & Data in NYC to own financial data integrity, automate reconciliations, and build AI-driven reporting across CRM, ERP, and billing systems. Requires 5+ years in fintech finance ops, SQL/Python skills, and a startup mindset.

Senior Wealth Advisor sought by Savvy to shape the future of fintech wealth management. You will manage HNW client portfolios, drive business development, and collaborate on product innovation. Requires 10+ years of advisory experience, an active client book, and Series 65/7+66 certification. Bas...