Savvy Wealth
Savvy Wealth Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers occupational accident insurance
Offers disability insurance
Offers supplemental life insurance
Offers company equity
Offers employee stock purchase plan
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers generous PTO
Provides paid sick days
Provides paid holidays
Company Culture
Offers a remote work program
Provides free snacks and drinks
Recently posted jobs
Fintech • Financial Services
Manage end-to-end advisor transitions onto Savvy's platform: prepare and validate paperwork, run data validation, coordinate with custodians/vendors/internal teams, communicate with advisors, monitor progress, and improve transition processes to scale operations.
Fintech • Financial Services
Provide day-to-day operational and administrative support to multiple advisors, executing client requests, onboarding, investment transactions, billing, and reporting. Maintain client data in Salesforce and ensure compliance while improving internal procedures and collaborating with Product and Operations to shape Savvy's client servicing function.
Fintech • Financial Services
Support Savvy's centralized investment platform by managing account and custodian setup, SMA onboarding, trade-permission reviews, trade-error processing, alternative-investment operations, reconciliations, audits, and platform maintenance. Collaborate with Trading, Client Service, Billing, Compliance, and external partners. Operate and improve internal automation and AI tools and help develop procedures and controls to meet FINRA/SEC requirements.
