Backed by Techstars.
About the role
Savvy partners with independent financial advisors who move their practices onto our platform. A core part of that partnership is how we pay them. Every advisor has a negotiated economic arrangement with Savvy, and turning those arrangements into accurate, on-time monthly payments is its own operational discipline. You will own how money moves between Savvy and the 100+ financial advisors on our platform, along with the models, systems, and decisions around it. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Minimum 4 years in investment banking, consulting, or a strategy, ops, or finance role at a high-growth startup. We're especially interested if you've done both: started in banking or consulting, then moved to a startup
- Advanced Microsoft Excel. This is a hard requirement. You will build and audit multi-input calculations and should be comfortable with lookups, nested logic, and pivot tables without working from a template
- Exceptional attention to detail and a low tolerance for unexplained variances, including small ones
- Comfort chasing information across an organization. Most of the context you need lives on other teams, and getting it is part of the job
- Strong written communication. You will explain compensation calculations to people whose income depends on them
- AI-native. You already use LLMs and agents to get real leverage in your work, and you've built workflows, tools, or automations with them. You know when humans need to be in the loop because the stakes are high
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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