Savvy Wealth

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.