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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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Back Office/Middle Office Operations. The main function of the Collateral Operations group is to mitigate counterparty risk on bi-lateral fixed income REPO and TBA trades governed by an MRA/GMRA and MSFTA agreements, as well as OTC Business governed by CSA agreements.
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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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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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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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Join the team at Unify Community Health in Spokane as an Administrative Services Manager , where you'll oversee front and back office operations, ensuring seamless patient experiences and compliance with regulations.
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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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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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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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Our unique, seamless, SaaS-based platform is reshaping the global investment operations landscape by removing traditional information boundaries and uniting the front-, middle- and back-office into one system, with one unified data set.
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Be comfortable leading a client engagement team consisting of yourself (AE) as well as a back-office operations team member (most likely located internationally) The Customer Success Manager role can be expected to interact with our leadership, operations, and product management team.
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Requiring an Oracle Cloud HCM Payroll Solution Architect who has more than 15+ years of experience of building solutions for clients especially in staffing industry and understands middle office operations.
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Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning and/or the securities industry (helpful) Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
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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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