Investment Operations and Trading Associate

Savvy Wealth
New York, NY
Category Finance
Remote
Job Description
Savvy Wealth is changing the wealth management industry with a digital-first solution that modernizes human financial advice. We're looking for an Investment Operations & Trading Associate to enhance and scale our centralized trading infrastructure, focusing on investment operations and not management.

Requirements

  • 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.
  • Current Series 65 license or willingness to obtain within 2 months.

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)
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