Head of Wealth Management Operations

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!

Savvy is looking for a Head of Wealth Management Operations to design, lead, and scale the operating backbone of a fast-growing, technology-enabled wealth management business. This leader will own all core operations across our RIA and introducing broker-dealer, ensuring that our supervision, service, and back-office workflows are compliant, efficient, and power delightful advisor and client experiences.

The right candidate is a proven leader that will play a critical role in scaling our operational infrastructure and continuously improving our support of the Advisory team. This individual will be expected to work closely with Savvy’s Engineering, Product, and Design teams to streamline RIA & B-D operations through the use of automation and AI.

This role is ideal for someone who combines deep operational expertise in hybrid wealth models with a builder’s mindset and an instinct for automation, measurement, and continuous improvement.

• Own and evolve the operating model for our wealth management platform across both RIA and broker‑dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement.

• Foster a culture of innovation, white‑glove support, and continuous improvement.

• Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations.

• Map, redesign, and standardize core workflows including:

  • KYC/AML, suitability, Reg BI and advisory documentation

  • trading, rebalancing, cash management, and billing feeds

  • client service requests and lifecycle maintenance

  • advisor transitions and rep onboarding

  • client onboarding / ACATs / account opening

• Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models.

• Establish and manage the day‑to‑day operations of Savvy’s Broker‑Dealer, including account opening, transaction processing, supervision, and trade surveillance.

• Partner closely with Savvy’s Engineering, Product, and Design teams to identify and implement appropriate platform improvements to support the growth of Savvy’s BD entity.

• Work closely with the CCO and FINOP to ensure adherence to FINRA rules and broker‑dealer regulatory obligations.

• Maintain and update required supervisory procedures (WSPs) and coordinate with Compliance and Legal on regulatory filings and exams.

• Ensure seamless integration and reconciliation between clearing firm systems, CRM, portfolio management tools, and compliance systems.

• Implement supervisory tools and technology for broker‑dealer oversight, including email and trade surveillance systems.

• Oversee…