Advisory Operations Lead - AI-Driven Wealth Tech

Savvy; New York (NY); Sur place; USD 120 000 - 135 000; Plein temps

Avantages offerts par ce poste

Competitive salary and equity package

Relocation package to NYC office

Unlimited PTO + holidays

Medical, dental, vision plans

401(k) with mega backdoor Roth

Résumé du poste

Savvy Wealth seeks an Advisory Operations Manager to build the operational backbone of its AI-native wealth management business in NYC. You will oversee systems, processes, and relationships supporting the Advisor team and end clients.

Collaborate with Product, Engineering, Design and Compliance to ensure operational excellence across systems, billing, and reporting. Apply AI and automation to drive efficiency in a fast-paced fintech environment.

Qualifications

• 3+ years of experience in Advisory Operations within an RIA
• Ability to leverage AI and automation in daily processes and projects
• Hands-on experience with wealth management platforms and custodians (Orion, AdvicePay, Schwab, Fidelity IWS/NFS, Goldman Sachs, Interactive Brokers)
• Strong leadership and communication skills for cross-functional collaboration
• Experience in managing and executing billing processes with accuracy and efficiency
• Proactive ownership mindset with focus on growth and operations innovation
• Interest in fintech and wealth management technology innovation

Responsabilités

• AI Adoption: Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness.
• Billing: Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness.
• Oversight of Reporting Systems: Ensure data integrity and effective management of Savvy’s internal reporting systems.
• Custodian Relationships: Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary.
• Special Projects: Act as the project manager for special initiatives, including advisor transitions and system unlocks.
• Efficiency Improvements: Drive continuous improvements in operational efficiency, implementing best practices across advisory operations.

Connaissances

Advisory operations

AI & automation

Leadership

Billing processes

Cross-functional collaboration

Operational improvement

Fintech enthusiasm

Time management

Outils

Orion

AdvicePay

Schwab

Fidelity IWS/NFS

Goldman Sachs

Interactive Brokers

Description du poste

Savvy Wealth seeks an Advisory Operations Manager to build the operational backbone of its AI-native wealth management business in NYC. You will oversee systems, processes, and relationships supporting the Advisor team and end clients.

Collaborate with Product, Engineering, Design and Compliance to ensure operational excellence across systems, billing, and reporting. Apply AI and automation to drive efficiency in a fast-paced fintech environment.