AI Strategy & Ops Manager — Drive Automation & Growth

Savvy Wealth; New York (NY); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Competitive salary and equity package

Unlimited PTO + paid holidays

Medical, dental, and vision plans

Company 401(k) and benefits

Zusammenfassung

Savvy Wealth is hiring an AI Strategy & Ops Manager to join our Platform Services team in New York. This hands-on role drives how we scale operations, plan capacity, and run cross-field projects with data-driven rigor.

You’ll report to the Sr. AI Strategy & Ops Manager and own planning, documentation, and execution—designing workflows, automations, and performance dashboards across operations, client servicing, finance and product.

Qualifikationen

• 2–4 years of experience in business operations, strategy & operations, management consulting, investment banking or a similarly rigorous analytical role.
• Experience in a high-growth startup or another high-ownership setting where you wore multiple hats.
• Strong project management skills. You can keep multiple workstreams moving with minimal oversight and follow through on details.
• Structured, analytical problem-solving. You’re comfortable with imperfect information and can turn messy inputs into clear recommendations.
• Clear written and verbal communication. You can write a crisp doc and keep stakeholders informed.
• Hands-on experience using AI tools (e.g., ChatGPT/Claude, automation tools) to speed up research, analysis and workflows.
• Strong spreadsheet and modeling skills.
• High ownership and low ego. You roll up your sleeves, take responsibility and care more about outcomes than credit.
• Comfort in a fast-moving environment with shifting priorities and multiple deadlines.

Aufgaben

• Operating Rhythm & Planning: Run the Platform Services operating rhythm: weekly reviews, KR tracking, quarterly and annual planning, and follow-through on action items.
• Own planning logistics end to end, including headcount templates, capacity models, KR tracking and keeping planning docs on schedule.
• Draft and maintain internal docs, meeting materials and updates to keep teams aligned.
• Projects & Advisor Success Support: Lead projects end to end: scoping, stakeholder alignment, execution and iteration, with support and guidance from the Senior AI Strategy & Ops Manager.
• Partner with Advisor Success leaders to improve workflows, SOPs, documentation and enablement for frontline teams.
• Break down ambiguous problems into clear workstreams, timelines and owners.
• Process Improvement & Automation: Work AI-first: find manual, repetitive work and partner with Ops and Engineering to automate or simplify it before adding headcount.
• Track adoption of new tools and processes, and use feedback loops to keep improving them.
• Data & Analysis: Build analyses and simple models (capacity, workload, ROI) to inform prioritization and resourcing decisions.
• Maintain core metrics and reporting so teams can track progress and spot risks early.

Kenntnisse

Project management

Analytical problem-solving

Written and verbal communication

AI tooling (ChatGPT/Claude)

Spreadsheet modeling

Ownership / accountability

Fast-paced environment adaptability

Tools

Claude

ChatGPT

Jobbeschreibung

Savvy Wealth is hiring an AI Strategy & Ops Manager to join our Platform Services team in New York. This hands-on role drives how we scale operations, plan capacity, and run cross-field projects with data-driven rigor.

You’ll report to the Sr. AI Strategy & Ops Manager and own planning, documentation, and execution—designing workflows, automations, and performance dashboards across operations, client servicing, finance and product.