Jobs at Savvy Wealth
Savvy Wealth is a technology-enabled wealth management platform for independent financial advisors. Its platform combines advisor technology, investment management, marketing automation, and operational support to help advisors grow practices and deliver financial advice.
- Industry
- Banking & Insurance, Fintech & Payments, SaaS & Enterprise Software
- Company size
- 51–200 employees
- Stage
- Series B
- Open roles
- 28
- Sr. Client Transition SpecialistUnited StatesFull-time · Remote—
- Director, Strategic GrowthUnited StatesFull-time · Remote$350,000
- Enablement LeadNew York City, NYFull-time · Remote, Hybrid—
- Senior Brokerage Operations ManagerNew York City, NYFull-time · Remote, Hybrid—
- Investment Operations and Trading AssociateNew York City, NYFull-time · Remote, Hybrid—
See all 28 Savvy Wealth roles
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