AI-Driven Advisory Operations Manager

Emploive; New York (NY); Presencial; USD 120 000 - 135 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous relocation package

Unlimited PTO

Medical, dental, and vision plans

Company 401(k) with options

Commuter benefits

Office in Union Square, NYC

Health care concierge services

Resumo da oferta

Savvy Wealth in New York City is seeking an Advisory Operations Manager to shape the operational backbone of its tech-enabled wealth management business. You will oversee systems, processes, and relationships that support the Advisor team and end clients, collaborating with Product, Engineering, Design and Compliance to maintain excellence across all operations.

In this high-impact role you will drive AI adoption, manage daily account billing, oversee reporting systems, and nurture custodian

Qualificações

• 3+ years in Advisory Operations within an RIA, with best-practice understanding.
• Ability to apply AI and automation in daily processes and projects.
• Experience with wealth management platforms and custodians such as Orion, AdvicePay, Schwab, Fidelity, IWS/NFS, and Interactive Brokers.
• Strong leadership and cross-functional collaboration with Product and Advisory teams.

Responsabilidades

• 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.

Conhecimentos

Advisory operations

AI & automation

Billing processes

Ferramentas

Orion platform

AdvicePay

Schwab

Fidelity

Interactive Brokers

Goldman Sachs IWS/NFS

Descrição da oferta de emprego

Savvy Wealth in New York City is seeking an Advisory Operations Manager to shape the operational backbone of its tech-enabled wealth management business. You will oversee systems, processes, and relationships that support the Advisor team and end clients, collaborating with Product, Engineering, Design and Compliance to maintain excellence across all operations.

In this high-impact role you will drive AI adoption, manage daily account billing, oversee reporting systems, and nurture custodian