Backed by Techstars.
About the role
We are seeking a Senior IT Operations Specialist to join Savvy Wealth at our NYC headquarters. In this role, you will deliver exceptional customer service to both our internal teams and our financial advisors while supporting a hybrid macOS and Windows environment. You'll manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more.
What they're looking for
- 3+ years of hands-on IT support experience with user onboarding/offboarding and device management
- Strong knowledge of Google Workspace administration and MDM solutions
- Solid DNS fundamentals: record types (MX, TXT, CNAME, A), email authentication (SPF, DKIM, DMARC), registrar and DNS host management, and the confidence to plan and execute record changes without breaking mail flow
- Exceptional customer service and stakeholder management skills, comfortable working face-to-face with clients, handling high-touch relationships, and staying composed when the stakes are personal for the person in front of you
- Excellent communication skills: able to clearly articulate issues, potential solutions, and timelines to both technical and non-technical audiences, and to work independently in a fast-paced environment
- Proven track record of building and documenting IT processes and procedures
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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