Backed by Techstars.
About the role
Savvy Wealth is seeking its first dedicated revenue accounting leader. In this position, you will drive revenue accounting operations, accounts receivable accounting, and financial reporting processes for a high growth fintech company ,Registered Investment Advisor (“RIA”) and broker-dealer. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- CPA with a Bachelor's Degree in Accounting or Finance (or equivalent experience)
- 8+ years of accounting experience, with at least 3 years in financial services industry
- Direct experience at a wealth management firm, RIA or broker-dealer
- You understand AUM fee billing, custodian cash flows and revenue share payout models
- Strong knowledge of ASC 606 Revenue from Contracts with Customers & ASC 326 Credit Impairment
- Experience with custodian cash application, accounts receivable accounting and financial reporting
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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