savvy
Senior Fintech Strategy & Ops Manager
At a Glance
- Location
- New York, United States
- Employment
- FULL_TIME
- Experience
- 5–8 years
- Compensation
- {'@type': 'MonetaryAmount', 'currency': 'USD', 'value': {'@type': 'QuantitativeValue', 'minValue': 160000, 'maxValue': 180000, 'unitText': 'YEAR'}}
- Department
- Savvy Wealth
- Posted
- 2026-03-23
Key Requirements
Required Skills
Certifications
- CFA
Domain Knowledge
- Automation
- Engineering
- Finance
- Legal
- Marketing
- Medical
- Regulatory
Benefits & Perks
equity package Unlimited PTO + paid company holidays Acces
Requirements
Experience with multi-custodian and/or clearing firm environments.
Familiarity with common Wealth Management Operations Tech stack.
Prior responsibility for exam/audit operational readiness across BD entities.
Hands-on experience with c
and regulatory audits.
Compensation & Benefits
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
Responsibilities
Savvy is looking for a Senior Fintech Strategy & Operations Manager to design and scale the operating backbone of a fast-growing, technology-enabled wealth management business.
This leader will own all core operations across our introducing broker-dealer, ensuring that our supervision, service, and home-office workflows are compliant, efficient, and power delightful advisor and client experiences.
The right candidate is a proven operator who thrives in complex, cross-functional environments and has a track record of scaling systems and processes in high-growth settings.
This individual will be expected to work closely with Savvy’s Engineering, Product, and Design teams to streamline fintech operations through the use of automation and AI.
This role is ideal for someone who combines strong operating judgment across financial services and regulated environments with a builder’s mindset and an instinct for automation, measurement, and continuous improvement.
About the Company
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 $5.1 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!