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Strategy & Operations Generalist at Savvy Wealth - ApplyBlast

Strategy & Operations Generalist

Savvy Wealth

14 days ago

3.7 on Glassdoor

Remote

Full Time

Medior

0 applicants

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About this role

This role focuses on owning and automating core finance operations, including advisor payouts, invoicing, and partner revenue, to ensure accurate and timely financial processes. The position requires building AI-powered workflows, resolving advisor and internal inquiries, and supporting strategic projects such as pricing analysis and vendor evaluations. The ideal candidate will drive operational efficiency and shape the finance function within a high-growth fintech environment.

Responsibilities

Own core finance operations end to end including advisor payouts and invoicing
Automate manual spreadsheet-driven steps with AI-powered workflows and tools
Support strategic projects including pricing economics and vendor evaluations

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.