{"id":2402729,"url":"https://alion.io/job/savvy-wealth-advisory-operations-manager","title":"Advisory Operations Manager","company":{"id":4686,"name":"Savvy Wealth","domain":"savvywealth.com","url":"https://alion.io/company/savvy-wealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Management","role_family":"Management","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":135000,"currency":"USD","period":"year","gross":null,"usd_annual":135000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Claude","optional":false}],"status":"live","first_seen_at":"2026-10-12T21:36:04Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-18T03:15:11Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"About Savvy Wealth:\nWealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.\nSavvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.\nAI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.\nThe trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!\nRecognition:\nWe're a Certified Great Place to Work and have been honored for our culture and our growth:\nNewsweek's America's Greatest Startup Workplaces (2026)\n\nFortune Best Workplaces in New York™ (2026)\n\nGreat Place to Work Certified™ \n\nThe Role:\nThe Advisory Operations Manager will play a foundational role in shaping the operational backbone of Savvy’s tech-enabled wealth management business. In this high-impact role, you will operate in a highly dynamic environment, responsible for overseeing the systems, processes, and relationships that support Savvy’s Advisor team and end clients. Additionally, you will collaborate closely with the Product, Engineering, Design and Compliance, to continuously ensure operational excellence across all systems.\nResponsibilities:\nAI Adoption: Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness.\n\nBilling: Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness.\n\nOversight of Reporting Systems: Ensure data integrity and effective management of Savvy’s internal reporting systems.\n\nCustodian Relationships: Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary.\n\nSpecial Projects: Act as the project manager for special initiatives, including advisor transitions and system unlocks.\n\nEfficiency Improvements: Drive continuous improvements in operational efficiency, implementing best practices across advisory operations.\n\nQualifications:\n3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm, with a strong understanding of industry standards and best practices.\n\nAbility to leverage AI and automation in daily processes and in projects\n\nHands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, Fidelity (IWS and NFS), Goldman Sachs and Interactive Brokers with the capability to manage and optimize these systems for seamless operations.\n\nStrong leadership and communication skills, capable of driving cross-functional collaboration with Product and Advisory teams to implement systematic improvements and solve complex operational challenges.\n\nExperience in managing and executing billing processes, with a demonstrated ability to ensure accuracy and efficiency in financial operations.\n\nA proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm’s growth and operational success.\n\nEnthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology.\n\nAbility to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail.\n\nAdditional Information\nSavvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.\nBenefits:\nCompetitive salary and equity package\n\nWe offer a generous relocation package to help top talent make the move to our NYC office\n\nUnlimited PTO + paid company holidays\n\nAccess to holistic medical, dental, and vision plans\n\nCompany 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans\n\nNYC office in Union Square\n\nLunch and snacks provided in the office, & dinner if you stay late\n\nAccess to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care\n\nAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)","description_format":"text","description_chars":5529,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":true,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-12T23:59:59Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 2","filings_12m":2,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":187500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.853,"p_room":1,"age_days":4,"expected_fill_days":22,"reasons":["conf:1","win:early"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":135000,"is_top_pay":true},"html_url":"https://alion.io/job/savvy-wealth-advisory-operations-manager","json_url":"https://alion.io/job/savvy-wealth-advisory-operations-manager.json","meta":{"generated_at":"2026-10-18T06:13:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9372,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-19T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4686},"rest":"https://alion.io/mcp/rest/get_company?id=4686"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsavvy-wealth-advisory-operations-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsavvy-wealth-advisory-operations-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsavvy-wealth-advisory-operations-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/savvy-wealth-advisory-operations-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsavvy-wealth-advisory-operations-manager"}]}