Head of Wealth Management Operations

Savvy Wealth

2 months ago

3.7 on Glassdoor

New York, NY

Onsite

Full Time

Director

11 applicants

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About this role

The Head of Wealth Management Operations at Savvy will design, lead, and scale the operational framework for a rapidly growing technology-enabled wealth management platform. This role involves overseeing core operations for both the Registered Investment Advisor (RIA) and broker-dealer entities, ensuring compliance and efficiency in workflows such as client onboarding, trading, and service maintenance. The leader will collaborate with Engineering and Product teams to implement automation and streamline processes while monitoring operational KPIs to drive continuous improvement and enhance the advisor-client experience. A strong background in wealth management operations, particularly in hybrid RIA and broker-dealer models, is essential for success in this role.

Skills

Qualifications

Active Series 7Active Series 66Active Series 65CFACFP

About Savvy Wealth

savvywealth.com

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.