Office Manager
Savvy Wealth
About this role
Savvy is modernizing wealth management by providing a digital-first platform that utilizes AI and automation to enhance financial advising. The company has experienced rapid growth and is looking to expand its product offerings and revenue. They are seeking an Office Manager to support their office operations during this growth phase.
Skills
About Savvy Wealth
savvywealth.comSavvy 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.
Recent company news
Barron'sRitik Malhotra: A Tech Entrepreneur Turns to Wealth Management
2 hours ago
Business WireSavvy Advisors Adds Colorado Wealth Group, Surpassing 4.5x Growth YOY
3 weeks ago
InvestmentNewsRobinhood, Savvy Wealth tap April for AI-powered tax filings
1 week ago
Pulse 2.0Savvy Wealth: $72 Million Raised For Financial Advisor Platform
Jul 3, 2025
WealthManagement.comSavvy Kicks Off Strategy to Lure Larger Teams with $270M RIA Deal
Jul 31, 2025
About Savvy Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Savvy Wealth.
Salary
$91k – $111k
per year