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If you think you are the right match for the following opportunity, apply after reading the complete description. About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role:
We're looking for a Senior IT Operations Manager to take full ownership of our internal IT systems and support as we scale. You'll be the go-to person for all things IT - from onboarding new team members and advisors to building the processes that will support our rapid growth. This role combines hands-on technical work with strategic process building in a fast-paced fintech environment. Responsibilities: Handle onboarding and offboarding for both internal team members and our advisor, including platform setup and SaaS account provisioning
Manage laptop inventory, fulfillment, tracking, and coordinate repairs and warranty claims
Provide technical support to NYC office, remote employees, and our financial advisors
Maintain office networking, conference room A/V
Build and document repeatable IT processes and policies to support company scaling
Support advisors through complex IT transitions including email and domain migrations
Manage relationships and contracts with IT vendors
Coordinate SOC 2 audits and compliance work
Handle day-to-day office coordination including visitor management and vendor support
Travel occasionally to support large advisor group onboardings
Must have: 4+ years of hands-on IT support experience with user onboarding/offboarding and device management
Experience with Google Workspace administration and MDM solutions (Rippling )
Strong customer service skills with ability to support both internal teams and external advisors
Proven track record of building and documenting IT processes and procedures
Understanding of security best practices, access controls, and compliance requirements
Excellent communication skills and ability to work independently in a fast-paced environment
Strong writing skills – Savvy is a written culture
Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management
Nice to have: Financial services or RIA industry experience, particularly with compliance tools
Experience with email/domain migrations and supporting business transitions
Project management experience and vendor relationship management
Facilities coordination background
SOC 2 audit experience and familiarity with fintech security requirements
Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values and individual contributions. Benefits: Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $156K - $192K
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If you think you are the right match for the following opportunity, apply after reading the complete description. About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role:
We're looking for a Senior IT Operations Manager to take full ownership of our internal IT systems and support as we scale. You'll be the go-to person for all things IT - from onboarding new team members and advisors to building the processes that will support our rapid growth. This role combines hands-on technical work with strategic process building in a fast-paced fintech environment. Responsibilities: Handle onboarding and offboarding for both internal team members and our advisor, including platform setup and SaaS account provisioning
Manage laptop inventory, fulfillment, tracking, and coordinate repairs and warranty claims
Provide technical support to NYC office, remote employees, and our financial advisors
Maintain office networking, conference room A/V
Build and document repeatable IT processes and policies to support company scaling
Support advisors through complex IT transitions including email and domain migrations
Manage relationships and contracts with IT vendors
Coordinate SOC 2 audits and compliance work
Handle day-to-day office coordination including visitor management and vendor support
Travel occasionally to support large advisor group onboardings
Must have: 4+ years of hands-on IT support experience with user onboarding/offboarding and device management
Experience with Google Workspace administration and MDM solutions (Rippling )
Strong customer service skills with ability to support both internal teams and external advisors
Proven track record of building and documenting IT processes and procedures
Understanding of security best practices, access controls, and compliance requirements
Excellent communication skills and ability to work independently in a fast-paced environment
Strong writing skills – Savvy is a written culture
Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management
Nice to have: Financial services or RIA industry experience, particularly with compliance tools
Experience with email/domain migrations and supporting business transitions
Project management experience and vendor relationship management
Facilities coordination background
SOC 2 audit experience and familiarity with fintech security requirements
Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values and individual contributions. Benefits: Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $156K - $192K
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