About Savvy Wealth

• 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
• 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.
• 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)