Job Overview
Location
NYC Office
Job Type
Full-time
Category
Operations
Date Posted
May 6, 2026
Full Job Description
đź“‹ Description
- • As an Investment Operations & Trading Associate at Savvy Insurance Services, Inc., you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure, focusing on investment operations to support financial advisors through the SWIM platform.
- • You will conduct daily portfolio management activities including cash reviews, drift analysis, tax-loss harvesting, execute cash raises, rebalances, and one-off trades in Eclipse and at custodians, and process advisor-submitted investment tasks via the internal dashboard with same-day execution per SLA.
- • You will join a team of repeat founders and operators from companies like Airbnb, Square, Brex, Carta, and Facebook, working at a fast-growing RIA that has surpassed $5.1 billion in AUM in under three years and grown 600%+ in the last 18 months.
- • You will gain hands-on experience with Orion Eclipse, Schwab, and Fidelity, deepen your expertise in wealth management and investment operations, and contribute to scalable processes while working closely with advisors in a dynamic, startup-style environment.
🎯 Requirements
- • 2+ years of relevant experience in wealth management, trading, or investment operations
- • 2+ years of experience trading client portfolios using portfolio management and trading software
- • Strong understanding of the wealth management industry and experience collaborating with advisors
- • Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
- • Current Series 65 license or willingness to obtain within 2 months
🏖️ 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
- • Lunch and snacks provided in the office
- • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway)
Skills & Technologies
About Savvy Insurance Services, Inc.
Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.
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