Advisory Operations Manager
Savvy Wealth(23 days ago)
About this role
Savvy Wealth is building a modern, AI-powered wealth management platform aimed at transforming the financial advice industry by improving operational efficiency and client experience. The company has experienced rapid growth and is entering a new expansion phase focused on product development and revenue growth.
Required Skills
- Billing
- Reporting Systems
- Custodian Relationships
- AI Adoption
- Financial Operations
- Wealth Management Platforms
- Customer Relations
- Process Improvement
- Automation
- Project Management
About Savvy Wealth
savvywealth.comSavvy is a technology-driven wealth management firm that specializes in providing tailored financial services and advice to clients across the United States. With a user-friendly digital platform at its core, Savvy offers personalized financial roadmaps, investment management, retirement planning, and various other services designed to enhance clients' financial wellbeing. As a registered investment advisor, the company emphasizes a customized approach, ensuring that each client receives the attention and strategy necessary to achieve their unique financial goals. Savvy aims to redefine traditional wealth management by integrating advanced technology with expert human insight.
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