Savvy Wealth

Lead revenue operations strategy, GTM planning, systems governance, and manage a team to drive sales and marketing alignment. | 8+ years in revenue operations or sales ops with management experience, strong Salesforce and financial skills, and ability to influence executive decisions. | About Savvy Wealth: 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 managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house. We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale! Recognition: We're a Certified Great Place to Work and have been honored for our culture and our growth: • Newsweek's America's Greatest Startup Workplaces (2026) • Fortune Best Workplaces in New York™ (2026), Small & Medium Companies • Great Place to Work Certified™ The Role: Revenue Operations at Savvy is entering a new era. We’ve built the foundation: the CRM infrastructure, pipeline tooling, and early AI-native analytics layer. Now we need a leader who can elevate RevOps from an operational support function into a true strategic thought partner to the GTM organization. As Director of Revenue Strategy & Operations, you will own the full revenue operations mandate: from GTM strategy and planning to systems governance, sales process design, and post-sales operations. You will be the connective tissue between Sales, Marketing, Finance, and the Leadership Team - translating data into decisions, and decisions into execution.. You will manage a growing team of specialists and partner closely with Sales Leadership, Finance, and the executive team on a regular basis. Responsibilities: • Own the GTM strategy and planning layer across all revenue facing teams (Marketing, Sales, Post Sales): revenue forecasting, capacity planning, quota setting, campaign performance attribution, and the Weekly Business Review narrative that connects it all for leadership • Serve as the strategic link between Marketing and Sales by defining lead routing rules, SQO-to-close conversion standards, channel CAC reporting, and the feedback loops that ensure GTM investment translates to pipeline quality • Govern the full GTM tech stack across CRM, marketing automation, enrichment, and analytics, including the HubSpot-Salesforce integration, data hygiene standards, and the architecture decisions that keep the entire company working from a single source of truth • Partner with the AI and engineering teams to build proprietary internal tooling that increases throughput across the sales motions • Define and enforce the rules of the game: pipeline stage governance, territory design, rules of engagement between Sales and Marketing, and the process frameworks that let the revenue org scale without breaking • Own post-sales operations: onboarding handoffs, NRR and expansion pipeline tracking, tooling, and workflow automations • Manage and develop a team of 3 RevOps specialists across marketing ops, sales ops, and post-sales operations. Must have: • 8+ years of experience in revenue operations, GTM strategy, or sales operations at a high-growth tech company and 2+ years managing direct reports • Demonstrated ability to own the strategic narrative — you’ve presented revenue forecasts, pipeline analyses, and GTM recommendations to executive audiences and influenced decisions • Deep Salesforce expertise and strong familiarity with the modern GTM tech stack (HubSpot, GTM tooling, BI tools, enrichment tools) • Strong financial acumen: you can navigate comp plan mechanics, deal economics, and quota modeling without hand-holding from Finance • A track record of building credibility with Sales and Marketing teams — you understand the revenue motion from the rep’s perspective, not just the ops perspective • Experience with post-sales operations: onboarding, renewals, expansion pipeline tracking • Hands-on experience with AI-native tooling, workflow automation, or GTM engineering Nice to have: • Background in management consulting, investment banking, or strategy with a track record translating that into operational execution • Experience in wealth management, RIA, or financial advisor sales motions • Experience in financial services, fintech, or a similarly complex, relationship-driven sales environment is a strong plus Benefits: • 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)

Provide operational support for wealth managers in servicing high net worth clients. Shape standard operating procedures and ensure high standards for client and advisor support. | 2+ years of experience in a similar role with a registered investment advisory firm or broker-dealer is required. Strong technical skills and excellent communication abilities are essential. | 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: The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you will be responsible for providing operational support for Savvy's wealth managers in servicing the needs of high net worth clients. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships. This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services. Responsibilities: Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships. Own best-in-class execution of all client tasks, requests and inquiries in a timely manner. Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience. Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers. Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks. Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more. Create and maintain client data in Salesforce and other systems. Ensure Savvy is adhering to all required compliance policies and procedures. Protect clients by maintaining confidentiality of all personal and financial information. Must Have: 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors. A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality. Excellent interpersonal and communication skills. Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents. Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once. Adept at quickly learning and adopting new technologies. Nice to have: Series 7 and 66 or Series 65 licenses. BA/BS degree in finance, economics, or related field. Advanced degrees or designations such as CFP, CPA, CFA Prior experience using Salesforce Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: Competitive salary and equity package Unlimited PTO + paid company holidays Access to best in class medical, dental, and vision plans Company 401(k), Commuter, and HSA/FSA plans 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)