Investment Operations and Trading Associate

Savvy Wealth(18 days ago)

New York, NYOnsiteFull TimeMedior$85,000 - $95,000Operations

About this role

Savvy Wealth is modernizing wealth management with a digital-first platform that leverages AI, automation, and seamless workflows to enhance client experiences and increase advisor productivity. The company has experienced rapid growth, established a strong product-market fit, and is expanding its offerings. The organization offers a collaborative environment, competitive benefits, and opportunities to work with innovative financial technology.

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Required Skills

Portfolio Management
Trading Software
Investment Strategies
Rebalancing
Cash Management
Asset Allocation
Client Portfolios
Workflow Improvement
Regulatory Compliance
Financial Analysis

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.

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