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Investment Operations Associate at Savvy Wealth - ApplyBlast

Investment Operations Associate

Savvy Wealth

3 months ago

3.7 on Glassdoor

New York, New York, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Investment Operations Associate supports the operational infrastructure of Savvy's centralized investment platform, handling account setup, trade-error processing, and alternative‑investment operations. The role works closely with trading, client service, compliance, and external custodians, leveraging AI‑powered tools to improve and scale workflows while ensuring accuracy and regulatory compliance.

Responsibilities

Perform daily reviews of account restrictions and trading permissions
Own trade-error processing including investigation and resolution
Coordinate custodian setup and onboarding for SMAs and specialized strategies
Conduct scheduled audits of billing, trade execution, and account configuration
Operate and maintain internal automation tools and enhance workflows

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.