AI-Driven Portfolio Trading & Ops Associate

Savvy Wealth; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and equity package

Unlimited PTO + paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k), Commuter, and HSA/FSA plans

Lunch and snacks provided in the office

Access to virtual mental health care

Access to counseling for various personal issues

Job summary

Savvy Wealth in New York, NY, is seeking a Portfolio Implementation and Trading Associate to enhance trading infrastructure and manage advisor-submitted investment tasks. This role involves daily portfolio management and requires collaboration with advisors to drive adoption of Savvy's SWIM platform.

The ideal candidate has over 2 years of experience in wealth management and trading technology. Savvy offers competitive salary, equity packages, and benefits including unlimited PTO and health plans.

Qualifications

• 2+ years of relevant experience in wealth management, trading, or investment operations.
• 2+ years of experience trading client portfolios using portfolio management and trading software.
• Strong understanding of the wealth management industry and experience collaborating with advisors.
• Proven ability to take ownership of tasks and execute with efficiency and accuracy.
• Current Series 65 license or willingness to obtain within 2 months.

Responsibilities

• Conduct daily portfolio management activities.
• Execute cash raises, rebalances, and one-off trades.
• Process advisor-submitted investment tasks via internal dashboard.
• Leverage trading software to support daily operations.
• Assist with firm-wide model updates and rebalancing.

Skills

Wealth management knowledge

Portfolio management experience

Trading software familiarity

Problem-solving skills

Ownership and efficiency

Understanding of investment strategies

Education

2+ years of relevant experience in wealth management

Current Series 65 license or willingness to obtain

Tools

Orion Eclipse

Schwab

Fidelity

Job description

Savvy Wealth in New York, NY, is seeking a Portfolio Implementation and Trading Associate to enhance trading infrastructure and manage advisor-submitted investment tasks. This role involves daily portfolio management and requires collaboration with advisors to drive adoption of Savvy's SWIM platform.

The ideal candidate has over 2 years of experience in wealth management and trading technology. Savvy offers competitive salary, equity packages, and benefits including unlimited PTO and health plans.