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Head of Wealth Management Operations

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Savvy Wealth

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Location:
United States , NYC

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Savvy is looking for a Head of Wealth Management Operations to design, lead, and scale the operating backbone of a fast-growing, technology-enabled wealth management business. This leader will own all core operations across our RIA and introducing broker-dealer, ensuring that our supervision, service, and back-office workflows are compliant, efficient, and power delightful advisor and client experiences.

Job Responsibility:

  • Own and evolve the operating model for our wealth management platform across both RIA and broker-dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement
  • Foster a culture of innovation, white-glove support, and continuous improvement
  • Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations
  • Map, redesign, and standardize core workflows including: KYC/AML, suitability, Reg BI and advisory documentation
  • trading, rebalancing, cash management, and billing feeds
  • client service requests and lifecycle maintenance
  • advisor transitions and rep onboarding
  • client onboarding / ACATs / account opening
  • Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models
  • Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance
  • Partner closely with Savvy’s Engineering, Product, and Design teams to identify and implement appropriate platform improvements to support the growth of Savvy’s BD entity
  • Work closely with the CCO and FINOP to ensure adherence to FINRA rules and broker-dealer regulatory obligations
  • Maintain and update required supervisory procedures (WSPs) and coordinate with Compliance and Legal on regulatory filings and exams
  • Ensure seamless integration and reconciliation between clearing firm systems, CRM, portfolio management tools, and compliance systems
  • Implement supervisory tools and technology for broker-dealer oversight, including email and trade surveillance systems
  • Oversee client billing processes and ensure accurate, transparent fee structures
  • Own performance reporting, regulatory and compliance reporting
  • Maintain relationships with custodians and third-party tech providers
  • ensure proper data reconciliation
  • Translate operational needs into product/engineering roadmaps and drive delivery
  • Lead adoption and optimization of our tech stack
  • Identify automation opportunities and reduce manual work through tooling, integrations, and AI-assisted workflows
  • Define and monitor operational KPIs and SLAs (cycle times, error rates, NIGO rates, service quality, advisor satisfaction, and cost-to-serve)
  • Implement strong operational controls and vendor oversight across custodians, clearing firms, and third-party providers

Requirements:

  • 8–12+ years of progressive operations leadership in wealth management
  • Direct experience in a hybrid RIA + broker-dealer environment (or running operations for both entities)
  • Deep familiarity with the practical differences between FINRA BD operations and SEC/state RIA operations
  • Proven record of scaling teams and processes in a high-growth setting
  • Strong process design chops: you’ve personally rebuilt workflows and reduced cycle time/error rates
  • Tech-forward operator who has led system implementations and automation projects
  • Fluent working with Product and Engineering teams
  • Excellent people leadership and cross-functional communication
  • Hands-on experience with: Client billing and performance reporting
  • Custodian administration and integrations (e.g., Schwab, Fidelity, Pershing)
  • Compliance reporting and regulatory audits
  • Strong command of operational risk management, process optimization, and systems implementation
  • Extensive experience using third party tools to power wealth management operations, including leveraging AI tools (e.g., ChatGPT/Claude, analytics copilots, automation) to speed up research, synthesis, and operational workflows
  • Ability to thrive in a fast-paced, high-pressure, and often ambiguous environment
  • Active Series 7 and 66, Series 65, CFA or CFP

Nice to have:

  • Series licenses (24/9/10) or prior registration as a principal
  • Operations leadership at a technology-enabled or digitally native wealth/fintech firm
  • Experience with multi-custodian and/or clearing firm environments
  • Familiarity with common Wealth Operations Tech stack
  • Prior responsibility for exam/audit operational readiness across both BD and RIA entities
What we offer:
  • 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), vision related benefits (XP 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)

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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