🕒 3 days ago
Lead revenue accounting, accounts receivable, and financial reporting for a high-growth financial services company, building scalable processes and ensuring accurate recognition, close, and regulatory compliance.
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 end-to-end marketing strategy and campaign execution for a portfolio of financial advisors, coordinating across channels and teams while using performance data and AI tools to improve results.
🕒 3 days ago
Oversee advisory operations for a tech-enabled wealth management business, improving billing, reporting, custodian relationships, and workflows while partnering across teams to drive operational excellence.
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