Backed by Techstars.
About the role
As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 2+ years of relevant experience in wealth management, trading, or investment operations
- 2+ years of experience trading client portfolios using portfolio management and trading software
- Strong understanding of the wealth management industry and experience collaborating with advisors
- Proven ability to take ownership of tasks and execute with efficiency and accuracy
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
- Current Series 65 license or willingness to obtain within 2 months
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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