Legal & Compliance Senior Associate

Savvy Wealth(16 days ago)

New York, NYOnsiteFull TimeSenior$140,000 - $160,000Operations

About this role

Savvy Wealth is modernizing wealth management by providing a digital-first platform that enhances the productivity of financial advisors. The company leverages AI, automation, and seamless workflows to improve client experiences and support rapid growth, backed by substantial funding and a strong track record in the industry.

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Required Skills

Contract Management
Regulatory Compliance
Legal Documentation
Policy Drafting
Regulatory Filings
Risk Management
Compliance Monitoring
Corporate Governance
Legal Support
Audit Support

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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