Investment Operations and Trading Associate
About Savvy Wealth:
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:
As an Investment Operations & Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. This role is purely focused on investment operations (not management). You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform.
You’ll also execute advisor-submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This is a hands-on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup-style workflows (limited documentation, figure-it-out mindset), and continuously improve our processes.
This role offers a unique opportunity to work closely with advisors, ensure operational excellence, and help build scalable processes for one of the fastest-growing RIAs in the country.
Responsibilities:
Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
Implement new accounts into SWIM and execute rebalances for advisors
Support bulk implementations to accelerate advisor adoption of SWIM
Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution
Must Have:
2+ years of relevant experience in wealth management, trading, or investment operations.
2+ years of experience trading client portfolios using portfolio management and trading software.
Strong understanding of the wealth management industry and experience collaborating with advisors.
Proven ability to take ownership of tasks and execute with efficiency and accuracy.
Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
Current Series 65 license or willingness to obtain within 2 months.
Nice to have:
Experience with Orion Eclipse or comparable trading platforms
Background in implementing model portfolios or investment automation
Track record of improving operational processes and workflows
This role is designated remote-first, but candidates must be available to work from the NYC office for training before transitioning to remote. Position is hybrid-eligible for candidates in the NYC metro area.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
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
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)
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Lead process improvement and automation efforts for TMEIC's E&IS Operations to increase efficiency, implement KPIs, and develop talent across the organization.
Provide administrative support, transaction processing, and operational coordination at REEDS Jewelers' Mount Pleasant Towne Centre location as a Retail Office Associate.
Lead store performance and team development as Hollister Co.'s Assistant Manager at Washington Square, overseeing sales, omni-channel fulfillment, visual presentation and daily operations.
Lead studio operations and membership growth across corporate F45 and FS8 studios by managing sales processes, staff, and day-to-day operational excellence.
Allucent is hiring an Investigator Grant Manager to construct and negotiate investigator/site budgets using the Allucent Investigator Grant Tool and support study start-up and sponsor interactions.
Lead the retail operations of Eataly Dallas as General Manager of Retail, driving merchandising, financial performance and team leadership in a high-volume specialty food marketplace.
Peacock is hiring a Platform Operations Associate to run live sports publishing and content operations—managing streams, replays, playlists and high-performance highlights across the service.
Sourcebooks is hiring a Smartsheet Database Administrator (6-month contract) to manage title schedules and maintain accurate publishing data for its Adult Publishing Operations team.
Provide high-level executive support to the Managing Director of Juvo Ventures, managing calendars, travel, communications, and office operations in a mission-driven VC setting.
Experienced retail manager sought to lead a Monro automotive store in Camden, driving sales, team development, and excellent guest experiences.
Serve as a Crisis Coordinator for NYC DHS, leading interagency street and subway outreach, supervising mobile engagement teams, and coordinating placements and 311 dispatch to connect people experiencing homelessness to services.
Lead and scale Peter Millar’s boutique retail footprint by setting strategy, owning P&L performance, and building a high-performing retail operations organization.
Aledade is hiring a Texas-based Executive Director to lead ACO operations, P&L, and market growth while partnering with clinical leaders to achieve value-based care goals.
We're building a world class team of wealth managers and technologists to deliver modern, human advice.
4 jobs
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
