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Portfolio and Trading Associate

Savvy Wealth· Operations
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Hybrid (NYC Office)$120k - $140kFull-timePosted 8mo ago

About the role

Role focused on daily trading, portfolio management, and scaling Savvy’s centralized trading infrastructure, leveraging AI-powered tools and SWIM platform to support advisors and drive adoption.

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

Qualifications

  • 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.
  • Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes.

Skills

Required:Portfolio managementTrading softwareSeries 65Advisors collaboration

Benefits

  • Competitive salary and equity package
  • Relocation package to NYC office
  • Unlimited PTO + paid company holidays
  • Holistic medical, dental, and vision plans
  • Company 401(k) with Mega backdoor Roth options, Commuter, and HSA/FSA plans
  • NYC office in Union Square
  • Lunch and snacks in office, dinner if staying late
  • Virtual mental health care (Spring Health) and health concierge (Rightway)
  • Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
Company profileWebsite

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