Savvy Wealth Jobs in United States

We're looking for an experienced Engineering Manager to join our growing team. · Savvy is changing the wealth management industry with a digital-first solution that modernizes human financial advice. · The Role: Drive execution & delivery of technical projects while leading a tea ...

Savvy is changing the wealth management industry by building the most advisor-centric platform: a digital-first solution that modernizes human financial advice. · ...

Savvy is revolutionizing wealth management by empowering advisors with AI-powered software, sales and marketing automation, and back office workflows. · The Role · Develop new client relationships. · Gather client data and define their financial planning needs. · Review clients' ...

Investment Operations & Trading Associate · Savvy Wealth Management is changing the way financial advisors work with technology-enabled solutions. · The company has raised over $105M from top-tier investors and established strong product-market fit in providing modern platforms f ...

+ Job summary: The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth ...

A cutting-edge wealth management firm in New York is seeking a Head of Wealth Management Operations. This role involves designing and scaling operational infrastructure to support a rapidly growing technology-enabled business. The ideal candidate will integrate processes across R ...

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration.Savvy is changing that. We're building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advi ...

This is a role that sits at the heart of Savvy's revenue engine. You will own the systems, workflows, and calculations that determine how our sales team is paid, how advisor deals are structured and contracted , and how payouts are calculated and delivered accurately , on time ,a ...

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. · The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth man ...

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. · Develop new client ...

We are at a pivotal point in our growth trajectory having established strong product-market fit in providing a modern platform to financial advisors.Weve surpassed $2.2 billion in AUM in less than three years grown 600%+ in the last 18 months and are entering the next phase of th ...

Savvy is changing the wealth management industry with a digital-first solution that modernizes human financial advice. · We're looking for a People Operations Lead to join our team and help us scale our employee experience. ...

Savvy is changing the wealth management industry by building the most advisor-centric platform: a digital-first solution that modernizes human financial advice. · Owning and leading the Client Experience function. · Defining and executing a Client Experience strategy. · Designing ...

A wealth management platform is seeking an Investment Operations & Trading Associate to enhance its trading infrastructure. This role involves daily trading and portfolio management, with responsibilities including conducting cash reviews and collaborating with advisors. Candidat ...

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth manag ...

We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. · ...

The Advisory Operations Manager will play a foundational role in shaping the operational backbone of Savvy's tech-enabled wealth management business. Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. · ...

Savvy Wealth is changing the wealth management industry with a digital-first solution that modernizes human financial advice. The company has raised over $105M from top-tier investors and has established strong product-market fit in providing a modern platform to financial adviso ...

We are looking for a Senior Wealth Advisor to join our team at Savvy. The successful candidate will have 10+ years of investment advisory experience and an existing client book of business. They will be responsible for developing and managing high net worth client relationships a ...

wearelookingforanexperiencedseniorclientassociatetodriveimpactinfastpacedandgrowingenvironment · >responsibleforday-todayoperationsandadministrativesupportofsavvywealthmanagersprovidingexceptionalclientserviceandfosteringlong-termclientrelationships. · ...