← All roles

Senior Strategy & Operations Manager - Finance

Savvy Wealth· Finance
Apply on company site
Hybrid (NYC Office)$180k - $200kFull-timePosted 1w ago

About the role

Senior Strategy & Operations Manager focused on end-to-end finance operations for advisor payouts and related financial workflows, with AI-native processes and cross-functional collaboration across Advisory Operations, Trading, Billing, and Post-Sales.

Responsibilities

  • Own core finance operations end to end. Take over recurring processes that move money, such as advisor payouts and the programs around them, invoicing and collections, and partner revenue. Run them accurately every cycle and stand behind the numbers.
  • Automate what you own. Replace manual, spreadsheet-driven steps with AI-powered workflows and tools. Document every process, add controls, and turn one-off judgment calls into procedures someone else could run.
  • Be the point person. Answer advisor and internal questions directly instead of escalating them, and work with the right teams to resolve issues at the root.
  • Help build the function. You'll be one of the first people in this seat and will shape what the role and the team become.
  • Support strategic projects. Examples include pricing and economics for advisor deals, design of new advisor programs, vendor evaluations, and planning analysis for leadership.

Qualifications

  • Minimum 4 years in investment banking, consulting, or a strategy, ops, or finance role at a high-growth startup.
  • Advanced Microsoft Excel. This is a hard requirement. You will build and audit multi-input calculations and should be comfortable with lookups, nested logic, and pivot tables without working from a template.
  • Exceptional attention to detail and a low tolerance for unexplained variances, including small ones.
  • Comfort chasing information across an organization. Most of the context you need lives on other teams, and getting it is part of the job.
  • Strong written communication. You will explain compensation calculations to people whose income depends on them.
  • AI-native. You already use LLMs and agents to get real leverage in your work, and you've built workflows, tools, or automations with them. You know when humans need to be in the loop because the stakes are high.

Skills

Required:Advisor payout processingAdvanced Microsoft ExcelAI-driven workflow automationCross-functional 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 provided; dinner if you stay late
  • Access to 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

More open roles at Savvy Wealth