Savvy Wealth
Savvy Wealth is seeking a Senior IT Operations Specialist to provide high‑touch technical support for internal teams and financial advisors, managing a hybrid macOS/Windows environment and overseeing SaaS platforms, DNS migrations, and onboarding processes. The role involves direct client interaction, cross‑functional collaboration, and the development of scalable IT procedures in a fast‑paced, AI‑enabled startup.
Headquarters
New York, New York, United States
Company Size
11-50 employees
Founded
2021
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Savvy Wealth.
63% above the average for this role
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