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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.

The Manager, Strategic Growth will lead a remote team of Strategic Growth Associates focused on recruiting financial advisors. Responsibilities include team management, optimization of recruitment strategies, and working with leadership to enhance the sales cycle.

Lead three engineering teams to deliver product and platform work where AI meets fiduciary advice. Own delivery health, coach and grow engineers, drive hiring, review complex code and architecture, champion AI tooling, and partner with Product and Design to de-risk ambiguous projects while managing a hybrid NYC in-person and LATAM remote team.

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

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.

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.

The Client Marketing Associate executes and optimizes marketing campaigns for financial advisors, managing advisor relationships and leveraging AI tools to enhance efficiency and campaign performance.

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

Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.

The Director of Revenue Operations will lead GTM strategy, manage revenue forecasting, oversee tech stack governance, and enhance post-sales processes.