Advisory Operations Manager

The role

The Advisory Operations Manager will oversee systems, processes, and relationships supporting the Advisor team and end clients. This role involves collaborating with Product, Engineering, Design, and Compliance to ensure operational excellence.

What you will do

• Identify opportunities to apply AI and automation within advisory operations.
• Manage daily new account billing setup and monthly billing processes.
• Ensure data integrity and management of internal reporting systems.
• Oversee and maintain relationships with custodians.
• Act as project manager for special initiatives like advisor transitions and system unlocks.
• Drive continuous improvements in operational efficiency.

Required qualifications

• Experience in Advisory Operations within a Registered Investment Advisory (RIA) firm.
• Ability to leverage AI and automation in daily processes and in projects.
• Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, Fidelity (IWS and NFS), Goldman Sachs and Interactive Brokers.
• Strong leadership and communication skills.
• Experience in managing and executing billing processes.
• A proactive mindset with a passion for ownership and accountability.
• Enthusiasm for working in the fintech space.
• Ability to thrive in a fast-paced, high-pressure environment.

Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options)
• Commuter plans
• HSA/FSA plans
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health) and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the company

Savvy is a registered investment advisor (RIA) that provides a tech-enabled home for independent financial advisors. The company is a Series C firm that uses AI-native tools to modernize wealth management.