Senior IT Operations Specialist

About Savvy:

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

We are seeking a Senior IT Operations Specialist to join Savvy Wealth at our NYC headquarters. In this role, you will deliver exceptional customer service to both our internal teams and financial advisors while supporting a hybrid macOS and Windows environment. You’ll manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more.

Our IT mission is to keep our employees and advisors productive by removing technical roadblocks quickly and efficiently. We’re looking for someone who is resourceful, thrives in a fast-paced environment, and takes pride in the behind the scenes work that keeps everything running smoothly.

Responsibilities:

• Support a hybrid macOS/Windows environment, including ticketing, troubleshooting, and be a part of the on-call rotation

• Work closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences. Clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholders.

• Support the IT provisioning and de-provisioning process for employees, including account creation, platform setup, endpoint allocation, and access management.

• Maintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras).

• Develop, document, and improve scalable IT processes, policies, and user-facing resources.

• Support SaaS vendor relationships, coordinate with external vendors for IT equipment procurement, service agreements, and renewals.

• Take ownership of small and large projects, and act as an escalation point for technical issues prior to escalating to leadership or other teams

Must have:

• 3+ years of hands-on IT support experience with user onboarding/offboarding and device management

• Strong knowledge with Google Workspace administration and MDM solutions

• Exceptional customer service skills with ability to support both internal teams and external advisors

• Proven track record of building and documenting IT processes and procedures

• Understanding of security best practices, access controls, and compliance requirements

• Excellent communication skills and ability to work independently in a fast-paced environment

• Strong writing skills – Savvy is a written culture

• Track record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS management

Nice to have:

• Financial services or RIA industry experience, particularly with compliance tools

• Experience with email/domain migrations and supporting business transitions

• Project management experience and vendor relationship management

• Facilities coordination background

• SOC 2 audit experience and familiarity with fintech security requirements

Additional Information:

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to best in class medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch, dinner, and snacks provided in the office

• Parental leave coverage (8 weeks) and support (Tilt)

• 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)