AI-Driven Portfolio & Trading Associate | Equity

Savvy; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Relocation package to NYC

Unlimited PTO

Medical, dental, vision plans

401(k) with options

NYC office in Union Square

Job summary

Savvy Wealth is building a modern, AI-native home for independent advisors. As a Portfolio and Trading Associate in New York, you will manage portfolios for advisors, perform daily trading tasks, and drive adoption of the SWIM platform with AI-enabled tools.

You will work closely with advisors, leverage Orion Eclipse and other systems, and help scale operations while maintaining accuracy and SLA adherence in a fast-paced startup environment.

Qualifications

• 2+ years in wealth management, trading, or investment operations.
• Strong understanding of the wealth management industry and advisor collaboration.
• Genuine enthusiasm for leveraging AI and automation to improve trading workflows.

Responsibilities

• Conduct daily portfolio management activities including cash reviews, drift analysis, and tax-loss harvesting.
• Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians.
• Process advisor-submitted investment tasks via internal dashboard and complete same-day executions (per SLA).
• Leverage trading software to support daily operations and manage client portfolios at scale.
• Implement new accounts into SWIM and execute rebalances for advisors.
• Support bulk implementations to accelerate advisor adoption of SWIM.
• Assist with model updates and rebalancing of SWIM and Custom Advisor Models.
• Identify and implement improvements to trading, portfolio management, and investment operations procedures.

Skills

Wealth management

Trading

Advisor collaboration

Ownership

AI adoption

Tools

Orion Eclipse

Job description

Savvy Wealth is building a modern, AI-native home for independent advisors. As a Portfolio and Trading Associate in New York, you will manage portfolios for advisors, perform daily trading tasks, and drive adoption of the SWIM platform with AI-enabled tools.

You will work closely with advisors, leverage Orion Eclipse and other systems, and help scale operations while maintaining accuracy and SLA adherence in a fast-paced startup environment.