Senior IT Operations Specialist

Savvy Wealth

New York (NY)

On-site

USD 95,000 - 135,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Competitive salary

Equity package

Unlimited PTO + paid holidays

Medical, dental, and vision plans

401(k) and commuter benefits

NYC office in Manhattan

Lunch and snacks in office

Mental health resources

Work-life supports

Job summary

Savvy Wealth, based in New York City, seeks a Senior IT Operations Specialist to support a hybrid macOS/Windows environment and SaaS platforms like Google Workspace, Slack, and Zoom. You will handle advisor onboarding, DNS management, and security, while partnering with Legal, Finance, and People Ops to ensure smooth experiences for employees and advisors.

You will contribute to automation, runbooks, and scalable IT processes, supporting a fast-paced, AI-enabled environment with an emphasis on

Qualifications

3+ years of hands-on IT support and onboarding/offboarding
Strong Google Workspace administration skills
Solid DNS fundamentals including SPF/DKIM/DMARC
Excellent customer service and stakeholder management
Clear written and verbal communication, ability to work with non-technical stakeholders
Experience using AI to scale IT functions is a plus

Responsibilities

Support a hybrid macOS/Windows environment with ticketing and troubleshooting
Share advisor support workload with IT team and provide white-glove service
Migrate advisors into Savvy: email/files into Google Workspace and DNS changes
Manage DNS across providers and handle email authentication records
Own IT provisioning/deprovisioning: accounts, devices, MDM enrollment
Collaborate with Legal/Finance/People Ops for smooth onboarding/offboarding
Maintain office networking, AV, and physical security systems
Develop scalable IT processes and runbooks in Notion
Contribute to automation of lifecycle management (SCIM) and SaaS governance
Coordinate with external vendors for IT equipment procurement and renewals
Lead small/large projects and escalate as needed

Skills

Google Workspace admin

MDM solutions

DNS fundamentals

Customer service

Excellent communication

AI-assisted IT

Tools

Slack

Zoom

Rippling

Cloudflare

GoDaddy

Google Cloud DNS

Terraform

Job description

About Savvy Wealth

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house. We’re a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition

We’re a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek’s America’s Greatest Startup Workplaces (2026)

Fortune Best Workplaces in New York™ (2026)

Great Place to Work Certified™

The Role

We are seeking a Senior IT Operations Specialist to join Savvy Wealth at our NYC headquarters. In this role, you will deliver exceptional customer service to both our internal teams and our financial advisors while supporting a hybrid macOS and Windows environment. You’ll manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more. We are a small, senior team, and everyone contributes across every area of IT: employee support, advisor support, identity and access, endpoints, SaaS administration, and infrastructure. One area worth calling out is advisor work. At Savvy, advisors are our clients, and you’ll share that workload with the rest of the team, including regular face-to-face and video interaction. A recurring piece of it is migrating advisors into Savvy: moving their email and files into Google Workspace and managing the DNS changes that come with it (SPF, DKIM, DMARC, and record cutovers across providers like Cloudflare, GoDaddy, and Google Cloud DNS). We do this on a weekly basis, so strong DNS fundamentals and client-facing polish matter here. Our IT mission is to keep our employees and advisors productive by removing technical roadblocks quickly and efficiently. We’re looking for someone resourceful who thrives in a fast-paced environment and takes pride in the behind-the-scenes work that keeps everything running smoothly.

Responsibilities

Support a hybrid macOS/Windows environment, including ticketing and troubleshooting

Share advisor support and onboarding workload with the rest of the IT team, delivering white-glove service in person, over video, and through our support channels, working within documented SLAs

Execute advisor migrations into Savvy: email and file migrations into Google Workspace, DNS record management and cutovers (including SPF, DKIM, DMARC), and phased transition planning that minimizes disruption

Manage DNS across multiple providers and registrars (Cloudflare, GoDaddy, Google Cloud DNS), including email authentication records for marketing and compliance tooling

Own the IT provisioning and deprovisioning process for employees and advisors: account creation, platform setup, endpoint allocation and MDM enrollment, and access management, with same-day deprovisioning as the standard

Work closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences; clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholders

Maintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras)

Develop, document, and improve scalable IT processes, runbooks, and user-facing resources in Notion

Contribute to automation of the employee and advisor lifecycle (SCIM provisioning via Rippling, group-based access) and to our SaaS governance work (app inventory, admin hygiene, access reviews)

Support SaaS vendor relationships and coordinate with external vendors for IT equipment procurement, service agreements, and renewals

Take ownership of small and large projects, and act as an escalation point for technical issues before escalating to leadership or other teams

Must Have

3+ years of hands-on IT support experience with user onboarding/offboarding and device management

Strong knowledge of Google Workspace administration and MDM solutions

Solid DNS fundamentals: record types (MX, TXT, CNAME, A), email authentication (SPF, DKIM, DMARC), registrar and DNS host management, and the confidence to plan and execute record changes without breaking mail flow

Exceptional customer service and stakeholder management skills; comfortable working face-to-face with clients, handling high-touch relationships, and staying composed when the stakes are personal for the person in front of you

Excellent communication skills: able to clearly articulate issues, potential solutions, and timelines to both technical and non-technical audiences, and to work independently in a fast-paced environment

Proven track record of building and documenting IT processes and procedures

Understanding of security best practices, access controls, and least-privilege access design

Strong writing skills; Savvy is a written culture

Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management

Nice to Have

Hands-on experience migrating email and files into Google Workspace (from Microsoft 365, IMAP, or other platforms), including cutover planning and post-migration validation

Proficiency in managing DNS records as code with Terraform (we manage our primary domain this way via GitHub)

Financial services or RIA industry experience, particularly with compliance tools

Experience supporting business transitions and acquisitions from an IT perspective

Project management experience and vendor relationship management

Familiarity with SCIM provisioning and identity lifecycle automation (Rippling or similar)

Additional Information

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits