Strategy & Operations Manager - AI

The role

You will own the operating rhythm and planning for the Platform Services team. You will lead cross-functional projects and use AI tools to automate manual work and improve efficiency.

What you will do

• Run the Platform Services operating rhythm including weekly reviews, KR tracking, and quarterly and annual planning.
• Own planning logistics including headcount templates, capacity models, and KR tracking.
• Draft and maintain internal docs, meeting materials and updates.
• Lead projects end to end from scoping to execution.
• Partner with Advisor Success leaders to improve workflows, SOPs, documentation and enablement.
• Break down ambiguous problems into clear workstreams, timelines and owners.
• Find manual, repetitive work to automate or simplify using AI tools.
• Track adoption of new tools and processes.
• Build analyses and simple models to inform prioritization and resourcing decisions.
• Maintain core metrics and reporting.

Required qualifications

• 2–4 years of experience in business operations, strategy & operations, management consulting, investment banking or a similarly rigorous analytical role.
• Experience in a high-growth startup or another high-ownership setting where you wore multiple hats.
• Strong project management skills.
• Structured, analytical problem-solving.
• Clear written and verbal communication.
• Hands-on experience using AI tools (e.g., ChatGPT/Claude, automation tools) to speed up research, analysis and workflows.
• Strong spreadsheet and modeling skills.
• High ownership and low ego.
• Comfort in a fast-moving environment with shifting priorities and multiple deadlines.

Nice to have

• Exposure to wealth management financial services operations.
• Experience building or improving SOPs, process documentation or enablement materials for frontline or client-facing teams.

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, and 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 providing a modern, AI-native home for independent financial advisors. The company is a Series C firm with 170+ people and $200M raised.