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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Dedicated NYC office in Union Square for client meetings. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66) Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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The Operations Coordinator will be responsible for maintaining back office responsibilities, student information system data, and will be critical to the successful and efficient operation of Public Preps schools.
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This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
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Work with first and third-party service providers across tax, trust & estate, and insurance specialties. Design, implement, and monitor long-term investment strategies and appropriate asset allocations.
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This individual works collaboratively with leaders from all departments to identify, recommend, develop, implement, and support innovative, cost-effective technology solutions for all aspects of the organization’s Sales, Services, Marketing and Back Office Operations.
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Liaise closely with all Front & Back Office operations and technology application teams to provide Technical Design, Requirements and review Functional requirement focusing Eagle application by adhering SOP.
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Transition your client book of business to the firm together with our best-in-class Client Transition Team Work with clients to gather data to define their financial planning and investment needs. Thats why youll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap.
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We continue to give back to the planet through sustainable practices, including waste reduction, water conservation, renewable electricity, and a Zero Waste to landfill facility. Fluency in MS Office, experience in NetSuite, SPINs, IRI, Nielsen or other market data tools.
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Liaise with brokers/exchanges, trading operations and back office on trade/position reconciliation issues, risk limits and margin requirements. You will be expected to work from the NY office at least 4 days per week.
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Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. Advise the Product team on your or your clients pain points to improve the platform.
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