ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Advisory Operations Manager at Savvy Wealth - ApplyBlast

Advisory Operations Manager

Savvy Wealth

8 days ago

3.7 on Glassdoor

Remote

Full Time

Manager

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Advisory Operations Manager will shape the operational backbone of Savvy’s tech-enabled wealth management business by overseeing systems, processes, and relationships that support the Advisor team and end clients. This high-impact role involves collaborating with Product, Engineering, Design, and Compliance teams to ensure operational excellence and drive continuous improvements in efficiency. The position requires managing billing processes, reporting systems, and custodian relationships while leveraging AI and automation to enhance operational effectiveness.

Responsibilities

Oversee systems, processes, and relationships supporting the Advisor team and end clients
Manage daily new account billing setup and monthly billing processes ensuring accuracy
Drive continuous improvements in operational efficiency and implement best practices

Skills

About Savvy Wealth

savvywealth.com

Headquarters

New York, New York, United States

Company Size

11-50 employees

Founded

2021

View Profile

Savvy 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.