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Sr. Fintech Strategy & Ops Manager at Savvy Wealth - ApplyBlast

Sr. Fintech Strategy & Ops Manager

Savvy Wealth

7 months ago

3.7 on Glassdoor

New York, NY

Onsite

Full Time

Senior

3 applicants

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About this role

Savvy is building a modern, advisor-centric platform in wealth management to modernize financial advice through AI-powered software, automation, and seamless workflows. They aim to improve client and advisor experiences while scaling their rapidly growing business.

Skills

Qualifications

Series 7Series 79Series 66Series 24CFA

About Savvy Wealth

savvywealth.com

Headquarters

New York, New York, United States

Company Size

11-50 employees

Founded

2021

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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.