Operations Jobs at Savvy Wealth
Savvy Wealth has 4 open operations roles, 3 of them remote, alongside 19 other open roles.
About Savvy Wealth
Savvy Wealth is a wealth management platform for independent financial advisors. The company provides operational, compliance, technology, and marketing support to advisors, along with a technology platform that is described as AI-native. Advisors using Savvy retain full ownership of their business, clients, and data. The company also aims to give advisors access to a broader financial ecosystem and a community of fellow advisors.
The open roles
- Senior Brokerage Operations Manager: remote, USD 160k to 180k, Senior, posted 28 August 2026.
- Senior IT Operations Specialist: remote, USD 130k to 145k, Senior, posted 26 August 2026.
- Investment Operations Associate : New York City, USD 120k to 140k, Junior, posted 26 August 2026.
- Portfolio and Trading Associate: remote, USD 120k to 140k, Junior, posted 26 August 2026.
Also hiring at Savvy Wealth
Savvy Wealth is also hiring in engineering (5), marketing and growth (3), people and talent (3), customer success and support (2), product (2) and sales and business development (2).
Its roles are in New York City, NY, US (18) and remote (5).
What operations work involves at an early-stage startup
You set up the systems that keep the company running, from vendors and tooling to how work gets scheduled. The job changes shape as the company grows, and nobody hands you a process to follow. In a large firm this work is split between finance, facilities and a project office.
Experience level
Open roles by the experience the posting asks for.
Questions people ask
Can these roles be done remotely?
3 of the 4 open operations roles at Savvy Wealth are remote.
What else is Savvy Wealth hiring for?
Engineering, marketing and growth, people and talent, customer success and support, product, and sales and business development: 17 more roles.