Strategy & Operations Manager - Finance
Savvy Wealth
- Salary
- $180k - $200k
- Experience
- 4+ yrs
- Location
- New York City, New York, United States
- Job type
- Full-time
About the role
Minimum 4 years in investment banking, consulting, or strategy/ops/finance at a high-growth startup; advanced Microsoft Excel; exceptional attention to detail; strong written communication; AI-native with LLM and agent experience.
About Savvy Wealth
Technology-enabled wealth management platform serving independent financial advisors with software, operations, compliance, and marketing support.
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