Compensation Operations Lead — Advisor Payouts

Savvy Wealth

New York (NY)

On-site

USD 100,000 - 160,000

Full time

2 days ago
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Benefits offered by this job

Equity
Unlimited PTO
Medical/Dental/Vision
Mega backdoor 401(k)
NYC Office
Office meals

Job summary

Savvy Wealth is seeking a Compensation Operations Manager to own the monthly advisor payout cycle end to end, from gross to net, across individual and team payments. You will partner with Finance, Advisory Operations, and Billing to automate, scale, and document processes, ensuring accurate, on-time statements for hundreds of advisors.

In this operator role, you will leverage advanced Excel, collaborate with Data and Engineering to move off spreadsheets, and guide the payout function with clear

Qualifications

  • 5+ years in operations, payroll, revenue operations, or business ops with a recurring monthly process.
  • Advanced Microsoft Excel; able to build/audit complex calculations and pivot tables.
  • Excellent attention to detail and ability to chase information across teams.
  • Strong written communication and experience with AI tools in a business context.

Responsibilities

  • Run the monthly advisor payout cycle end to end for individuals and teams.
  • Convert contracts to gross to net payouts; net from services/fees as applicable.
  • Reconcile payouts before funds move and investigate discrepancies.
  • Administer advisor money stack: loans, equity distributions, budgets, and invoicing.
  • Document processes, close control gaps, and partner with Data/Engineering to move off spreadsheets.

Skills

Operations management
Payroll
Revenue operations
Advanced Excel
AI tools
Communication
Problem solving

Tools

Stripe

Job description

Savvy Wealth is seeking a Compensation Operations Manager to own the monthly advisor payout cycle end to end, from gross to net, across individual and team payments. You will partner with Finance, Advisory Operations, and Billing to automate, scale, and document processes, ensuring accurate, on-time statements for hundreds of advisors.

In this operator role, you will leverage advanced Excel, collaborate with Data and Engineering to move off spreadsheets, and guide the payout function with clear

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