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Savvy Wealth

Head of Wealth Ops & Automation

Savvy Wealth, New York, New York, us, 10261

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A growing wealth management firm is seeking a Head of Wealth Management Operations in New York City. This role involves designing and leading the operating backbone of a technology-enabled wealth management business, ensuring compliance and efficiency across operations. Ideal candidates will have over 8 years of leadership experience in wealth management, expertise in regulatory compliance, and a strong focus on automation and process improvement. The firm offers competitive salary, equity options, and comprehensive benefits including unlimited PTO and health plans. #J-18808-Ljbffr