Senior IT Operations Specialist

Hands-on experience migrating email and files into Google Workspace (from Microsoft 365, IMAP, or other platforms), including cutover planning and post-migration validation

Proficiency in managing DNS records as code with Terraform (we manage our primary domain this way via GitHub)

Financial services or RIA industry experience, particularly with compliance tools

Experience supporting business transitions and acquisitions from an IT perspective

Project management experience and vendor relationship management

Familiarity with SCIM provisioning and identity lifecycle automation (Rippling or similar)

Competitive salary and equity package

Unlimited PTO + paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k), Commuter, and HSA/FSA plans

NYC office in the heart of Manhattan

Lunch and snacks provided in the office

In this role, you will deliver exceptional customer service to both our internal teams and our financial advisors while supporting a hybrid macOS and Windows environment.

You'll manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more.

We are a small, senior team, and everyone contributes across every area of IT: employee support, advisor support, identity and access, endpoints, SaaS administration, and infrastructure.

At Savvy, advisors are our clients, and you'll share that workload with the rest of the team, including regular face-to-face and video interaction.

A recurring piece of it is migrating advisors into Savvy: moving their email and files into Google Workspace and managing the DNS changes that come with it (SPF, DKIM, DMARC, and record cutovers across providers like Cloudflare, GoDaddy, and Google Cloud DNS).

We do this on a weekly basis, so strong DNS fundamentals and client-facing polish matter here.

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!