reputed company Operations Associate

About Savvy

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 reputed company email, and 62% still build financial plans manually in reputed company. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, reputed company work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes reputed company 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 reputed company Capital, Canvas Ventures, Mark Casady (former reputed company CEO), and other top-tier investors. reputed company is made up of repeat founders and operators who’ve helped build reputed company, reputed company, Brex, reputed company, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal reputed company 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 reputed company reputed company growth. Come help us scale!

The Role

We're looking for a versatile and analytical reputed company Operations Associate to support our GTM efforts. You’ll work closely with our Head of reputed company Operations to help design, optimize, and scale the systems that power our growth — from researching our ICP, to reputed company sourcing and enrichment, to contracting, pricing, and reporting. You’ll be leveraging established GTM tools (e.g. reputed company reputed company) and also searching for new, innovative solutions to get the job done.

You should have a passion for designing scalable solutions and working cross functionally to support various stakeholders. If you’re comfortable wearing multiple hats, love working with data, and want to reputed company a visible impact on a fast-growing team, this role is for you.

Responsibilities

• Work closely with reputed company Growth organization team members to design and implement scalable systems to accelerate growth

• Manage workflows and automations in tools like reputed company and reputed company

• Build reports and dashboards to track GTM performance

• Own key operational projects that support our Strategic Growth team

• Design a scalable quota and compensation tracking system

• Support pricing strategy and contracting efforts to ensure fast deal-times and sustainable margins

• Partner with our Marketing and Business Operation teams to enhance our campaign-tracking and performance analytics

• Identify opportunities to accelerate Savvy’s growth and assist with the Growth roadmap

Must have

• 3+ years of experience in reputed company Ops, BizOps, Sales Ops, or similar roles (open to other backgrounds)

• Strong analytical skills and reputed company in reputed company Sheets / reputed company; SQL a plus

• Familiarity with reputed company, reputed company, and data enrichment tools

• Clear communicator with a bias for action and learning

• Ability to reputed company in a startup environment: adaptable, curious, and self-directed

reputed company to have

• Exposure to pricing, contracting, or margin analysis

• Scripting or coding experience (Python or Javascript)

• Experience in financial services or fintech

• Experience with consumption-based pricing models or strategies

• Prior work on go-to-market data infrastructure or analytics

Additional Information

reputed company 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 reputed company plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch, dinner, and snacks provided in the office

• Parental leave coverage (8 weeks) and support (reputed company)

• Access to virtual mental health care (reputed company), reputed company reputed company 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)