Backed by Techstars.
About the role
The Brokerage Operations Manager will own day-to-day operations for Savvy's broker-dealer, ensuring seamless execution, reconciliation, and regulatory compliance. This role sits at the center of all operational workflows from trade setup through settlement, and is responsible for maintaining operational excellence as Savvy scales trade volume. You'll work closely with Investment Operations, Legal & Compliance, and third-party vendors team to ensure best execution and build scalable processes.
What they're looking for
- 3-5 years of total experience across investment banking, consulting, or fintech startups
- High attention to detail and comfort operating with real ambiguity — this function is being built from scratch
- Strong process orientation: able to build SOPs and controls where none exist today
- Comfortable partnering across Investment Operations, Compliance/Legal, and Product/Engineering
- Comfort using AI/automation tools to reduce manual reconciliation and exception-detection work
- Experience at a high-growth fintech or startup, or building an operations function from the ground up
More about this role
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...
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