Director, Revenue Strategy and Operations

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!

The Role:

Revenue Operations at Savvy is entering a new era. We’ve built the foundation: the CRM infrastructure, pipeline tooling, and early AI-native analytics layer. Now we need a leader who can elevate RevOps from an operational support function into a true strategic thought partner to the GTM organization.

As Director of Revenue Strategy & Operations, you will own the full revenue operations mandate: from GTM strategy and planning to systems governance, sales process design, and post-sales operations. You will be the connective tissue between Sales, Marketing, Finance, and the Leadership Team - translating data into decisions, and decisions into execution.. You will manage a growing team of specialists and partner closely with Sales Leadership, Finance, and the executive team on a regular basis.

Responsibilities:

• Own the GTM strategy and planning layer across all revenue facing teams (Marketing, Sales, Post Sales): revenue forecasting, capacity planning, quota setting, campaign performance attribution, and the Weekly Business Review narrative that connects it all for leadership

• Serve as the strategic link between Marketing and Sales by defining lead routing rules, SQO-to-close conversion standards, channel CAC reporting, and the feedback loops that ensure GTM investment translates to pipeline quality

• Govern the full GTM tech stack across CRM, marketing automation, enrichment, and analytics, including the HubSpot-Salesforce integration, data hygiene standards, and the architecture decisions that keep the entire company working from a single source of truth

• Partner with the AI and engineering teams to build proprietary internal tooling that increases throughput across the sales motions

• Define and enforce the rules of the game: pipeline stage governance, territory design, rules of engagement between Sales and Marketing, and the process frameworks that let the revenue org scale without breaking

• Own post-sales operations: onboarding handoffs, NRR and expansion pipeline tracking, tooling, and workflow automations

• Manage and develop a team of 3 RevOps specialists across marketing ops, sales ops, and post-sales operations.

Must have:

• 8+ years of experience in revenue operations, GTM strategy, or sales operations at a high-growth tech company and 2+ years managing direct reports

• Demonstrated ability to own the strategic narrative — you’ve presented revenue forecasts, pipeline analyses, and GTM recommendations to executive audiences and influenced decisions

• Deep Salesforce expertise and strong familiarity with the modern GTM tech stack (HubSpot, GTM tooling, BI tools, enrichment tools)

• Strong financial acumen: you can navigate comp plan mechanics, deal economics, and quota modeling without hand-holding from Finance

• A track record of building credibility with Sales and Marketing teams — you understand the revenue motion from the rep’s perspective, not just the ops perspective

• Experience with post-sales operations: onboarding, renewals, expansion pipeline tracking

• Hands-on experience with AI-native tooling, workflow automation, or GTM engineering

Nice to have:

• Background in management consulting, investment banking, or strategy with a track record translating that into operational execution

• Experience in wealth management, RIA, or financial advisor sales motions

• Experience in financial services, fintech, or a similarly complex, relationship-driven sales environment is a strong plus

• 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)