Advisory Operations Manager

📋 Description

• Identify opportunities to apply AI and automation within advisory operations to improve process
• Manage daily new account billing setup and partner with team lead to manage the monthly billing
• Ensure data integrity and effective management of Savvy's internal reporting systems.
• Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping
• Act as the project manager for special initiatives, including advisor transitions and system
• Drive continuous improvements in operational efficiency, implementing best practices across

🎯 Requirements

• 3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm
• Ability to leverage AI and automation in daily processes and in projects.
• Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay
• Strong leadership and communication skills, capable of driving cross-functional collaboration with
• Experience in managing and executing billing processes, with a demonstrated ability to ensure
• A proactive mindset with a passion for ownership and accountability, eager to make a meaningful

🎁 Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
• NYC office in Union Square