Operations Manager

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 Rev Ops org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York (2026)

• Great Place to Work Certified

Savvy partners with independent financial advisors who move their practices onto our platform. A core part of that partnership is how we pay them. Every advisor has a negotiated economic arrangement with Savvy, and turning those arrangements into accurate, on-time monthly payments is its own operational discipline.

We are looking for a Compensation Operations Manager to own that discipline end to end. We pay over 100 advisors, and each payment is the output of a calculation that pulls from upstream sources across the company. The Head of Finance has owned this since the beginning; it now needs a dedicated owner and you will be the first person in this seat.

You will inherit a working and roughly automated process, make it more accurate and more scalable.

This is an operator role. You will sit in Finance and report to our Head of Finance, but you will spend most of your week working with our advisory operations, trading, billing, and post-sales teams, and speaking directly with advisors. Success means advisors trust their payout statements, and every question about advisor pay has one clear owner.

• Run the monthly advisor payout cycle

  • Own the monthly payout process end to end for individual advisors and for advisor teams, including edge cases where a team is paid as a single entity and cases where payments are coordinated across several individuals.

  • Build each payout from that advisor's contract terms from gross to net payout. Advisors can purchase additional services or products for fees that we net from payouts.

  • Reconcile every payout before funds move. Investigate discrepancies regardless of size, and stand behind the numbers you send.

• Own the broader advisor money stack

  • Administer the advisor loan program, including balances, repayment schedules, and offsets against payouts.

  • Build and run the process for equity distributions to advisors under their agreements.

  • Manage corporate card budgets and expense oversight for advisors.

  • Triage payroll escalations from advisors and drive them to resolution with the right internal owners.

  • Own advisor platform-fee invoicing and collections.

  • Track incoming deposits from third-party insurance and annuity partners and map them to the advisors.

• Build the function

  • Document every process you inherit or create, and turn one-off judgment calls into repeatable procedures.

  • Identify and close control gaps before they become advisor-facing errors.

  • Partner with Data and Engineering over time to move this work off spreadsheets and into systems.

• 5+ years in operations, payroll,…