Job Overview
Location
NYC Office
Job Type
Full-time
Category
Operations
Date Posted
August 8, 2026
Full Job Description
đź“‹ Description
- • Deliver exceptional customer service to both our internal teams and our financial advisors while supporting a hybrid macOS and Windows environment.
- • Manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more.
- • Share advisor support and onboarding workload with the rest of the IT team, delivering white-glove service in person, over video, and through our support channels, working within documented SLAs.
- • Execute advisor migrations into Savvy: email and file migrations into Google Workspace, DNS record management and cutovers (including SPF, DKIM, DMARC), and phased transition planning that minimizes disruption.
- • Manage DNS across multiple providers and registrars (Cloudflare, GoDaddy, Google Cloud DNS), including email authentication records for marketing and compliance tooling.
- • Own the IT provisioning and deprovisioning process for employees and advisors: account creation, platform setup, endpoint allocation and MDM enrollment, and access management, with same-day deprovisioning as the standard.
- • Work closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences; clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholders.
- • Maintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras).
- • Develop, document, and improve scalable IT processes, runbooks, and user-facing resources in Notion.
- • Contribute to automation of the employee and advisor lifecycle (SCIM provisioning via Rippling, group-based access) and to our SaaS governance work (app inventory, admin hygiene, access reviews).
- • Support SaaS vendor relationships and coordinate with external vendors for IT equipment procurement, service agreements, and renewals.
- • Take ownership of small and large projects, and act as an escalation point for technical issues before escalating to leadership or other teams.
🎯 Requirements
- • 3+ years of hands-on IT support experience with user onboarding/offboarding and device management.
- • Strong knowledge of Google Workspace administration and MDM solutions.
- • Solid DNS fundamentals: record types (MX, TXT, CNAME, A), email authentication (SPF, DKIM, DMARC), registrar and DNS host management, and the confidence to plan and execute record changes without breaking mail flow.
- • Exceptional customer service and stakeholder management skills; comfortable working face-to-face with clients, handling high-touch relationships, and staying composed when the stakes are personal for the person in front of you.
🏖️ 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
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
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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