Savvy Wealth · 1 day ago
Investment Operations and Trading Associate
NYC Office
Full-time
Hybrid
Entry, Mid Level
2+ years expSavvy is a company focused on modernizing wealth management through a digital-first platform. The Investment Operations & Trading Associate will be responsible for daily trading, portfolio management, and enhancing Savvy’s trading infrastructure while ensuring operational excellence and process improvements.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
Responsibilities
Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
Implement new accounts into SWIM and execute rebalances for advisors
Support bulk implementations to accelerate advisor adoption of SWIM
Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution
Qualification
Required
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
Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
Current Series 65 license or willingness to obtain within 2 months
Preferred
Experience with Orion Eclipse or comparable trading platforms
Background in implementing model portfolios or investment automation
Track record of improving operational processes and workflows
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.
51-200 employees
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
Leadership Team
Ritik Malhotra
Founder & CEO
Recent News
2025-09-24
2025-09-24
2025-09-23
Company data provided by crunchbase