Investment Operations and Trading Associate
Savvy WealthNew York, New York, United States
Posted January 27, 2026
Full Time
About the Company
Savvy Wealth is a fintech company that is changing the wealth management industry with a digital-first solution that modernizes human financial advice.
Job Description
Savvy Wealth is changing the wealth management industry with a digital-first solution that modernizes human financial advice. As an Investment Operations & Trading Associate, you will play a critical role in enhancing and scaling Savvy's centralized trading infrastructure.
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
- Proven ability to take ownership of tasks and execute with efficiency and accuracy
- Current Series 65 license or willingness to obtain within 2 months
Benefits
- Competitive salary
- 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)
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)