Jobs at Savvy Wealth

Own go-to-market strategy for a new AI workflow product serving enterprise wealth management firms. Responsibilities include positioning, messaging, launches, buyer-specific narratives, sales enablement, competitive intelligence, customer proof points, case studies, thought leadership, and pricing input. The role partners closely with Product, deployment engineers, sales, and design partners to establish the product category and drive enterprise adoption.

Own Savvy’s finance systems, data integrity, reconciliation workflows, reporting automation, and financial controls. The role connects CRM, billing, CPQ, commissions, payments, custodian, and ERP data; builds dashboards and automation using AI, scripting, SQL, and spreadsheets; improves revenue and cash-flow visibility; documents architecture and controls; supports audits; and partners with Data on requirements and deployments. This is an individual contributor role requiring strong finance operations, systems integration, analytical, and automation expertise.

Leads and develops Savvy’s Strategic Growth Managers, driving revenue performance, sales strategy, forecasting, pipeline health, hiring, coaching, and accountability. Partners with executive, marketing, SDR, product, and operations teams to improve acquisition and conversion. Supports complex negotiations, refines sales playbooks, and advises leadership on growth initiatives in a fast-paced, high-growth environment.

Own full-cycle recruiting searches across GTM, Operations, and G&A, from intake through offer and close. Build targeted sourcing pipelines, conduct candidate screens, advise hiring managers on talent markets and hiring decisions, manage interview processes, and guide offers. Use AI tools, pipeline data, and Ashby to improve recruiting workflows, reporting, employer branding, structured interviewing, referrals, and candidate experience.

The Investment Operations & Trading Associate will manage daily trading and portfolio management, ensure operational excellence, and drive adoption of the SWIM platform.

Lead complex enterprise and high-AUM advisor transitions from signing through post-join asset transition. Coordinate Compliance, Legal, IT, Client Service, Product, and Operations; deliver advisor training; accelerate revenue; monitor risks; and ensure smooth client account transitions. Build scalable playbooks, track onboarding performance, improve processes, and serve as a senior resource for the onboarding team.

Manages the operational backbone of Savvy’s advisory business, including account billing, reporting-system data integrity, custodian relationships, advisor transitions, system unlocks, and process improvements. The role identifies AI and automation opportunities, oversees wealth-management platforms, coordinates special projects, and collaborates with Product, Engineering, Design, Compliance, and Advisory teams to improve operational efficiency and support advisors and end clients.

Leads revenue accounting, accounts receivable, financial reporting, revenue recognition, commissions, and month-end close for a high-growth fintech and registered investment advisor. The role manages ASC 606 and ASC 326 compliance, custodian cash application, revenue share payments, SEC and FINRA reporting, audit coordination, accounting systems initiatives, and process documentation. It also serves as the organization’s subject matter expert for revenue and accounts receivable accounting.

Own Platform Services’ operating rhythm, planning, metrics, and cross-functional initiatives. Lead quarterly planning, capacity modeling, documentation, workflow improvements, and Advisor Success support. Identify repetitive work and use AI, automation, data, and process redesign to improve efficiency and scale. Build analyses and reporting to guide prioritization, resourcing, and operational decisions in a fast-growing environment.

Own the end-to-end monthly compensation and payout process for more than 100 financial advisors. Responsibilities include calculating and reconciling payouts, administering advisor loans and equity distributions, overseeing expenses, resolving payroll issues, managing platform-fee invoicing and collections, and tracking partner deposits. The role will also document processes, close control gaps, and partner with Data and Engineering to scale operations.

Own recurring finance operations including advisor payouts, invoicing, collections, and partner revenue. Ensure accurate monthly payments, investigate variances, answer advisor questions, document processes, and automate spreadsheet-driven workflows using AI. Partner cross-functionally with operations, trading, billing, and post-sales teams while supporting strategic projects involving pricing, advisor programs, vendor evaluations, and leadership planning.

Sources and recruits financial advisors and wealth managers through digital outreach, cold calling, email, and social media. Qualifies prospects, conducts discovery conversations, researches target companies, maintains CRM records, monitors industry trends, and supports recruiting strategy development. The role builds and manages a pipeline of advisor candidates aligned with Savvy Wealth’s growth objectives and values.

Own legal operations and compliance processes for an RIA and broker-dealer, including contract and vendor management, legal intake, regulatory calendars, advisor attestations, filings, outside counsel spend, and AI-enabled workflow automation. The role partners with Legal, Compliance, Finance, Product, Operations, and leadership to build repeatable systems and support SEC and FINRA obligations.

Own the developer and coding-agent experience across the organization. Build cloud coding workflows, improve CI, testing, local development, debugging, delivery, repository structure, agent context, and internal skills systems. Measure outcomes using developer productivity and agent evaluations, establish standards, improve adoption, and partner with infrastructure and security teams on safe agent autonomy. This hands-on platform engineering role requires building production software, researching developer needs, and implementing durable improvements.

The Senior Revenue Operations Manager will lead operations for the sales team, focusing on pipeline governance, CRM data hygiene, analytics, and tool assessments, particularly with AI-native solutions.

Own Savvy’s enablement engine for Sales and Operations by designing onboarding, ramp, recurring training, certifications, coaching, and performance interventions. Partner with leaders and subject-matter experts to translate complex products and processes into engaging, practical learning. Diagnose capability gaps, measure ramp and productivity outcomes, build scalable knowledge systems, and use AI to personalize simulations, coaching, and learning content.

Own the full consultative sales process for recruiting high-producing financial advisors to Savvy. Partner with SDRs, qualify prospects, identify business needs, deliver platform presentations, customize pricing and compensation proposals, manage complex deals, maintain sales activity in internal tools, and report pipeline forecasts to leadership. The role carries quota, involves $200K–$1M+ ARR deals, and requires influencing senior decision-makers through significant business transitions.

Lead product strategy and roadmap development at a high-growth fintech startup. Identify market opportunities, conduct customer and market research, define product requirements and success metrics, and partner with engineering, design, and business teams to deliver products end to end. Own prioritization, execution, messaging, measurement, and cross-functional alignment while helping expand Savvy’s wealth management platform and AI-powered offerings.

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.

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.