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Advisory Operations Manager

Savvy

Mid levelOn-siteNew York, NY, USA

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About Savvy

Savvy reinventing what it looks like to be a financial advisor.

What you'd do

Manage daily account billing setup
Oversee internal reporting systems
Maintain custodian relationships
Lead special projects initiatives

What they're looking for

Experience in Advisory Operations
Familiar with wealth management platforms
Strong leadership and communication skills
Proven billing process management