Savvy Wealth - United States

Savvy Wealth seeks a Senior Data Architect in NYC to build a centralized, governed data system and drive adoption of a self-service BI platform. Requires 7+ years in data architecture, strong SQL, and fintech experience. Competitive salary, equity, and relocation package offered.

Savvy Wealth seeks a Sr. Onboarding Consultant in NYC to lead enterprise advisor transitions, coordinate cross-functional teams, and drive speed to revenue. Requires 5+ years in consulting, onboarding, or client-facing roles. Competitive salary, equity, and unlimited PTO offered.

Savvy seeks a Director of Revenue Accounting in NYC to lead ASC 606 compliance, AUM fee billing, and month-end close for its growing RIA. CPA with 8+ years and wealth management experience required. Competitive salary, equity, and relocation package offered.

Savvy seeks an Advisory Operations Manager in NYC to lead billing, custodian relationships, and AI-driven process improvements at a modern RIA. Requires RIA ops experience and platform expertise. Competitive salary, equity, and relocation package offered.

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.