SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Savvy Wealth is a Series C fintech company reinventing wealth management for independent financial advisors. The company operates as a registered investment advisor (RIA) that partners with experienced advisors, providing them with a modern, AI-native platform, in-house marketing, investment management, and client services. Savvy has raised $200M, employs 170+ people, and is on track for $100M ARR in 2026.
The Advisory Operations Manager will serve as a foundational leader in shaping Savvy's operational backbone. This is a high-impact role in a dynamic environment where you will oversee systems, processes, and relationships supporting the Advisor team and end clients. You will collaborate closely with Product, Engineering, Design, and Compliance teams to ensure operational excellence.
Key responsibilities include:
- Identifying and implementing AI and automation opportunities within advisory operations to improve process efficiency, data quality, and effectiveness
- Managing daily new account billing setup and partnering with the team lead on monthly billing processes to ensure accuracy and timeliness
- Overseeing data integrity and management of Savvy's internal reporting systems
- Maintaining and developing relationships with custodians (Schwab, Fidelity, Interactive Brokers) and managing administrative functions and onboarding
- Acting as project manager for special initiatives, including advisor transitions and system unlocks
- Driving continuous improvements in operational efficiency and implementing best practices across advisory operations
This role requires someone who can thrive in a fast-paced, high-pressure environment, manage multiple projects and deadlines, and maintain attention to detail while making a meaningful impact on the firm's growth.
QUALIFICATIONS:
- 3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm, with strong understanding of industry standards and best practices
- Ability to leverage AI and automation in daily processes and projects
- Hands-on experience with key wealth management platforms and custodians: Orion, AdvicePay, Schwab, Fidelity (IWS and NFS), Goldman Sachs, and Interactive Brokers, with capability to manage and optimize these systems
- Strong leadership and communication skills, capable of driving cross-functional collaboration with Product and Advisory teams
- Experience managing and executing billing processes with demonstrated ability to ensure accuracy and efficiency in financial operations
- Proactive mindset with passion for ownership and accountability
- Enthusiasm for working in fintech and desire to be at the forefront of innovation in wealth management technology
- Ability to thrive in fast-paced, high-pressure environment managing multiple projects and deadlines
