🕒 3 days ago
Own and build the broker-dealer’s operational workflows, from trade execution and reconciliation to account servicing and regulatory reporting, while improving accuracy and efficiency through AI and automation.
Savvy jobs
Wealth management platform providing independent financial advisors with operational, compliance, technology, and marketing support.
🏢 Financial Services🎯 Wealth Management
27 open roles at Savvy
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🕒 3 days ago
Own planning and operating rhythms for Platform Services, lead cross-functional projects, and use data, AI, and automation to improve workflows and help the business scale efficiently.
🕒 3 days ago
Own the consultative sales process for recruiting top-producing financial advisors, from building relationships and tailoring Savvy’s value proposition to negotiating terms and forecasting pipeline.
🕒 3 days ago
Lead complex advisor onboarding transitions from planning through implementation, coordinate cross-functional teams, and build scalable playbooks that help advisors adopt Savvy’s tools and transition assets smoothly.
🕒 3 days ago
Lead complex advisor transitions from planning through implementation, coordinate cross-functional teams, and build scalable onboarding processes that help advisors adopt Savvy’s tools and get up and running quickly.
🕒 3 days ago
Own complex advisor book transitions from planning through account transfers, while coordinating onboarding workloads, resolving escalations, coaching specialists, and improving transition processes and automation.
🕒 3 days ago
Own full-cycle recruiting across GTM, Operations, and G&A, partnering with hiring leaders to source talent, guide decisions, close candidates, and improve recruiting workflows with AI and data.
🕒 3 days ago
Own and build the broker-dealer trading desk, oversee trade supervision and best execution, serve as principal of record, and partner with Legal and Compliance on regulatory controls and operations.
🕒 3 days ago
Source and qualify financial advisors and wealth managers through outbound prospecting, discovery conversations, and CRM tracking to build a strong pipeline for Savvy’s Strategic Growth team.
🕒 3 days ago
Own the full product development lifecycle for major client and advisor initiatives, shipping maintainable full-stack web applications through close collaboration with product, design, and business teams.
🕒 3 days ago
Own and scale sales operations across Salesforce, pipeline governance, territory design, and GTM analytics, partnering closely with sales leaders to improve data quality and support revenue growth.
🕒 3 days ago
Set product strategy and prioritize high-impact opportunities, leading B2B software products from discovery through launch while partnering with engineering, design, and business teams.
🕒 3 days ago
Own and improve Finance systems, data, and automation, building reliable workflows for revenue, billing, cash flow, and reporting while reducing reconciliation risk and strengthening financial controls.
🕒 3 days ago
Own the architecture and technical direction for Savvy’s financial and operational data, building a centralized, governed foundation for trusted reporting, business metrics, and company-wide decision-making.
🕒 3 days ago
Lead end-to-end delivery of complex product and platform systems, shape architecture and engineering standards, and use AI tools to improve reliability and team velocity.
🕒 3 days ago
Provide day-to-day operational support to wealth advisors and their clients, manage onboarding and account tasks, improve service procedures, and help shape client services and product operations.
🕒 3 days ago
Provide day-to-day operational support to wealth advisors and their clients, manage onboarding and account tasks, and improve service procedures while partnering with Product and Operations.
🕒 3 days ago
Own and scale enablement for Sales and Operations, building onboarding, training, and proficiency programs that improve ramp time and performance while using AI to make learning more effective.
📍 🇺🇸 New York - Hybrid💰 $165k - $205k / year💼 Full-Time🎸 Senior🧑🚀 Learning and Development Specialist
🕒 3 days ago
Own the go-to-market narrative for a new AI product serving enterprise wealth firms, shaping its positioning, launch, sales enablement, and customer proof points alongside Product, deployment, and sales teams.
🕒 3 days ago
Own product strategy and roadmaps by identifying high-impact market opportunities, translating customer needs into clear plans, and leading cross-functional teams to ship and evaluate products.
🕒 3 days ago
Own a product area end to end, from customer discovery and AI-powered prototyping through roadmap, launch, adoption, and business results, partnering across engineering, design, data, and go-to-market.
🕒 3 days ago
Build and grow an independent advisory practice on Savvy’s platform, advising clients across investments and financial planning while developing a transferable book of business and shaping advisor-focused products.
🕒 3 days ago
Manage advisor client portfolios and daily trading, execute investment tasks to service-level deadlines, support adoption of the SWIM platform, and improve scalable investment operations using AI-powered tools.
🕒 3 days ago
Leads and develops the Strategic Growth team, setting sales strategy, coaching managers, owning revenue forecasts, and improving pipeline execution to achieve ambitious revenue goals.
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