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). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
We are seeking a Senior IT Operations Specialist to join Savvy Wealth at our NYC headquarters. In this role, you will deliver exceptional customer service to both our internal teams and our financial advisors while supporting a hybrid macOS and Windows environment. You'll manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more.
We are a small, senior team, and everyone contributes across every area of IT: employee support, advisor support, identity and access, endpoints, SaaS administration, and infrastructure. One area worth calling out is advisor work. At Savvy, advisors are our clients, and you'll share that workload with the rest of the team, including regular face-to-face and video interaction. A recurring piece of it is migrating advisors into Savvy: moving their email and files into Google Workspace and managing the DNS changes that come with it (SPF, DKIM, DMARC, and record cutovers across providers like Cloudflare, GoDaddy, and Google Cloud DNS). We do this on a weekly basis, so strong DNS fundamentals and client-facing polish matter here.
Our IT mission is to keep our employees and advisors productive by removing technical roadblocks quickly and efficiently. We're looking for someone resourceful who thrives in a fast-paced environment and takes pride in the behind-the-scenes work that keeps everything running smoothly.
ResponsibilitiesSupport a hybrid macOS/Windows environment, including ticketing and troubleshooting
Share advisor support and onboarding workload with the rest of the IT team, delivering white-glove service in person, over video, and through our support channels, working within documented SLAs
Execute advisor migrations into Savvy: email and file migrations into Google Workspace, DNS record management and cutovers (including SPF, DKIM, DMARC), and phased transition planning that minimizes disruption
Manage DNS across multiple providers and registrars (Cloudflare, GoDaddy, Google Cloud DNS), including email authentication records for marketing and compliance tooling
Own the IT provisioning and deprovisioning process for employees and advisors: account creation, platform setup, endpoint allocation and MDM enrollment, and access management, with same-day deprovisioning as the standard
Work closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences; clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholders
Maintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras)
Develop, document, and improve scalable IT processes, runbooks, and user-facing resources in Notion
Contribute to automation of the employee and advisor lifecycle (SCIM provisioning via Rippling, group-based access) and to our SaaS governance work (app inventory, admin hygiene, access reviews)
Support SaaS vendor relationships and coordinate with external vendors for IT equipment procurement, service agreements, and renewals
Take ownership of small and large projects, and act as an escalation point for technical issues before escalating to leadership or other teams
3+ years of hands-on IT support experience with user onboarding/offboarding and device management
Strong knowledge of Google Workspace administration and MDM solutions
Solid DNS fundamentals: record types (MX, TXT, CNAME, A), email authentication (SPF, DKIM, DMARC), registrar and DNS host management, and the confidence to plan and execute record changes without breaking mail flow
Exceptional customer service and stakeholder management skills; comfortable working face-to-face with clients, handling high-touch relationships, and staying composed when the stakes are personal for the person in front of you
Excellent communication skills: able to clearly articulate issues, potential solutions, and timelines to both technical and non-technical audiences, and to work independently in a fast-paced environment
Proven track record of building and documenting IT processes and procedures
Understanding of security best practices, access controls, and least-privilege access design
Strong writing skills; Savvy is a written culture
Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management
Hands-on experience migrating email and files into Google Workspace (from Microsoft 365, IMAP, or other platforms), including cutover planning and post-migration validation
Proficiency in managing DNS records as code with Terraform (we manage our primary domain this way via GitHub)
Financial services or RIA industry experience, particularly with compliance tools
Experience supporting business transitions and acquisitions from an IT perspective
Project management experience and vendor relationship management
Familiarity with SCIM provisioning and identity lifecycle automation (Rippling or similar)
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits: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) 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)
Skills Required
- 3+ years of hands-on IT support experience with user onboarding/offboarding and device management
- Strong knowledge of Google Workspace administration
- Experience with MDM solutions and endpoint enrollment
- Solid DNS fundamentals: MX, TXT, CNAME, A records, registrar and DNS host management
- Email authentication expertise: SPF, DKIM, DMARC and confidence planning/executing record changes
- Exceptional customer service and stakeholder management; comfortable face-to-face with clients
- Excellent communication skills for technical and non-technical audiences
- Proven track record of building and documenting IT processes and procedures
- Understanding of security best practices, access controls, and least-privilege design
- Strong writing skills
- Track record of leveraging AI to scale IT (help desk, documentation, SaaS management)
What We Do
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth. We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more. We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
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