Controller overseeing accounting, reporting, and internal controls at Savvy, a wealth management platform. Driving compliance in a regulated environment and supporting strategic growth for financial advisors.
SW
Savvy Wealth
Currently Hiring
About the company
➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice.
Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.
Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.
Disclosure: Savvy Wealth, Inc.
is a tech company and the parent company of Savvy Advisors, Inc.
All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”).
The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice.
The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels.
The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Open jobs
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15 jobs found
Investment Operations Associate managing daily trading and portfolio management tasks for wealth management platform. Collaborating with advisors to ensure operational excellence and scalability.
Senior Product Marketing Manager developing and executing full - funnel marketing strategies at Savvy. Focused on advisor recruitment, investment products, and cross - functional collaboration.