Job Overview
Location
NYC Office
Job Type
Full-time
Category
Software Engineering
Date Posted
August 8, 2026
Full Job Description
đź“‹ Description
- • As an Investment Operations Associate, you will support the operational infrastructure behind Savvy’s centralized investment platform.
- • You will own investment operations workflows across order management systems, Charles Schwab, Fidelity, and third-party investment platforms.
- • Your responsibilities will include account and custodian setup, SMA onboarding, trading-permission reviews, trade-error processing, alternative-investment operations, reconciliations, audits, and platform maintenance.
- • You will collaborate closely with Trading, Client Service, Billing, Compliance, Operations, external SMA managers, and custodians to ensure accounts and investment vehicles are configured correctly, operational issues are resolved promptly, and investment processes remain accurate, controlled, and scalable.
- • Perform daily reviews of account restrictions, trading permissions, custodian data feeds, and other issues that may prevent accurate and timely trade execution.
- • Own trade-error processing, including investigation, documentation, custodian coordination, corrective action, and resolution tracking
- • Serve as the primary point of contact for enabling options trading and margin within custodian accounts used for SWIM strategies, coordinating approvals, required documentation, and follow-up through completion.
- • Coordinate custodian setup and operational onboarding for separately managed accounts (SMAs) and specialized strategies, including Nuveen, long/short direct indexing, and other third-party solutions.
- • Coordinate the end-to-end operational implementation of alternative investments, including subscriptions, redemptions, custodian setup, funding requirements, capital calls, and issue resolution.
- • Conduct scheduled audits of billing, trade execution, SWIM enrollment, model mapping, and account configuration; document findings and coordinate remediation.
- • Build and maintain a centralized system of record for account approvals, custodian setup, operational exceptions, supporting documentation, controls, ownership, and resolution status.
- • Operate and maintain internal automation tools that support daily operational workflows, and build or enhance automations as processes scale.
- • Partner with Compliance and Operations leadership to develop procedures, controls, and escalation paths that support adherence to applicable FINRA and SEC requirements and firm trading policies.
🎯 Requirements
- • 3-5 years of experience in investment operations, brokerage operations, wealth management, or a related environment.
- • Experience supporting traders, portfolio managers, or a centralized investment platform.
- • Strong understanding of trade processing, settlement, reconciliation, and operational controls.
- • Experience with Charles Schwab, Fidelity, or similar custodians, including account setup and approval workflows.
- • Proven ability to manage recurring, detail-oriented workflows accurately and independently.
🏖️ 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) 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)
Skills & Technologies
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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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