About the job
About Savvy Wealth:
The wealth management sector in the U. S., valued at $545 billion, is still operating within outdated frameworks and lacks robust technological integration. A staggering 75% of financial advisors limit their digital communication to email, while 62% continue to create financial plans manually using Excel. This inefficiency detracts from the client experience, with advisors dedicating over 70% of their time to manual, non-client-facing tasks.
Savvy is on a mission to revolutionize this landscape. We are developing the most advisor-centric platform in wealth management, offering a digital-first solution designed to enhance human financial advice. Financial advisors who collaborate with Savvy benefit from AI-driven software, automated sales and marketing processes, and streamlined back-office workflows, allowing them to scale more effectively and devote more time to their clients.
Having successfully raised over $105 million from esteemed investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team comprises seasoned founders and operators who have significantly contributed to enterprises like Airbnb, Square, Brex, Carta, and Facebook, as well as $200 billion+ RIAs.
Savvy is poised for rapid growth, having achieved a remarkable product-market fit by delivering a modern platform to financial advisors. In under three years, we have surpassed $5.1 billion in assets under management (AUM), experienced over 600% growth in the past 18 months, and are entering an exciting new phase focused on expanding our product offerings and driving sustained revenue growth. Join us in scaling our vision!
The Role:
This is a rare opportunity to join Savvy during a crucial growth phase, where you will play a pivotal role in shaping the employee experience. As the People Operations Manager, you will oversee the essential operations that keep Savvy running smoothly — from payroll and benefits to onboarding procedures, policies, and personnel systems — ensuring everything operates seamlessly as we expand.
You will be a meticulous, detail-oriented operator, dedicated to modernizing our people processes so they are as intuitive and dependable as the platform we offer to advisors. From guaranteeing flawless payroll execution to crafting onboarding experiences that are memorable, and refining our policies and workflows to maintain our standard as we grow — your contributions will be vital in creating a working environment that reflects the excellence we promise to our clients.
Your role will influence every aspect of the company, positioning you as a trusted partner to colleagues and leaders alike. In essence: if it affects how our people engage with Savvy, you'll be instrumental in enhancing it.

