What are the responsibilities and job description for the Senior IT Operations Manager position at Savvy Wealth?
About Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We're looking for a Senior IT Operations Manager to take full ownership of our internal IT systems and support as we scale. You'll be the go-to person for all things IT - from onboarding new team members and advisors to building the processes that will support our rapid growth. This role combines hands-on technical work with strategic process building in a fast-paced fintech environment.
Responsibilities
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We're looking for a Senior IT Operations Manager to take full ownership of our internal IT systems and support as we scale. You'll be the go-to person for all things IT - from onboarding new team members and advisors to building the processes that will support our rapid growth. This role combines hands-on technical work with strategic process building in a fast-paced fintech environment.
Responsibilities
- Handle onboarding and offboarding for both internal team members and our advisor, including platform setup and SaaS account provisioning
- Manage laptop inventory, fulfillment, tracking, and coordinate repairs and warranty claims
- Provide technical support to NYC office, remote employees, and our financial advisors
- Maintain office networking, conference room A/V
- Build and document repeatable IT processes and policies to support company scaling
- Support advisors through complex IT transitions including email and domain migrations
- Manage relationships and contracts with IT vendors
- Coordinate SOC 2 audits and compliance work
- Handle day-to-day office coordination including visitor management and vendor support
- Travel occasionally to support large advisor group onboardings
- 4 years of hands-on IT support experience with user onboarding/offboarding and device management
- Experience with Google Workspace administration and MDM solutions (Rippling preferred)
- Strong customer service skills with ability to support both internal teams and external advisors
- Proven track record of building and documenting IT processes and procedures
- Understanding of security best practices, access controls, and compliance requirements
- Excellent communication skills and ability to work independently in a fast-paced environment
- Strong writing skills – Savvy is a written culture
- Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management
- Financial services or RIA industry experience, particularly with compliance tools
- Experience with email/domain migrations and supporting business transitions
- Project management experience and vendor relationship management
- Facilities coordination background
- SOC 2 audit experience and familiarity with fintech security requirements
- Competitive salary and equity package
- Unlimited PTO paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Salary : $177,000 - $216,000