Savvy Wealth · 18 hours ago
People Operations Lead
Savvy Wealth is a pioneering company in the wealth management industry, focused on modernizing financial advice through technology. As a People Operations Lead, you will play a crucial role in transitioning payroll and benefits in-house and enhancing the overall employee experience, ensuring that processes are seamless and aligned with the company's innovative platform.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
Responsibilities
Lead our PEO transition: Fully migrate payroll, benefits administration, and compliance from the PEO into our HRIS, ensuring a seamless cutover with zero pay errors and minimal employee disruption
Run payroll and benefits flawlessly: Own day-to-day administration, audits, and employee support across payroll, benefits, and compliance
Elevate onboarding: Manage and improve our onboarding program to ensure 100% of new hires are set up for success in their first 30 days
Keep us compliant & clear: Build and maintain people policies that are compliant, accessible, and easy to understand
Drive engagement: Support recognition and employee experience programs that make Savvy a place people are proud to work
Strengthen our infrastructure: Maintain accurate systems, reporting, and processes that scale with us as we grow
Qualification
Required
You have 6+ years of experience in People Operations, HR Generalist, or similar roles in fast-paced, high-growth environments
You're hands-on with payroll and benefits administration, ideally in Rippling or similar HRIS
You know how to write clean, compliant policies and communicate them clearly to employees
You're process-oriented, detail-obsessed, and thrive on creating scalable systems
You're service-minded, approachable, and responsive — employees trust you to have answers
You're adaptable and love solving challenges in an environment where priorities shift quickly
Preferred
Experience leading a PEO to in-house payroll/benefits transition
Exposure to designing onboarding and recognition programs in a scaling company
Familiarity with multi-state payroll and compliance requirements
Experience with HR analytics or reporting to support decision-making
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), vision related 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)
Company
Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
Funding
Current Stage
Growth StageTotal Funding
$105.8MKey Investors
The House Fund
2025-07-02Series B· $72M
2024-08-05Series A· $15.5M
2022-11-10Series A· $11M
Recent News
2025-09-24
2025-09-24
2025-09-23
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