401k Operations Specialist - New York City
1 month ago

Job summary
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 advisors.
Responsibilities
- Plan Onboarding & Administration:
- Oversee the preparation and execution of 3(21) and 3(38) investment advisory agreements,
- Data Management & Reporting: Manage fee schedules, track down fee statements, ,
- Licensing: Series 65 or relevant retirement designations (e.g., QKA),
Job description
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