Head of Fintech Operations

Head of Fintech Operations ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a Head of Fintech Operations to design, lead, and scale the operating backbone of a fast-growing, technology-enabled wealth management business. This leader will own all core operations across our RIA and introducing broker-dealer, ensuring that our supervision, service, and back-office workflows are compliant, efficient, and power delightful advisor and client experiences. The right candidate is a proven leader who thrives in complex, cross-functional operating environments and has a track record of scaling systems, teams, and processes in high-growth settings. This individual will be expected to work closely with Savvy’s Engineering, Product, and Design teams to streamline RIA & B-D operations through the use of automation and AI. This role is ideal for someone who combines strong operating judgment across financial services and regulated environments with a builder’s mindset and an instinct for automation, measurement, and continuous improvement. Responsibilities: OPERATIONAL LEADERSHIP & SCALE - Own and evolve the operating model for our wealth management platform across both RIA and broker-dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement. - Foster a culture of innovation, white-glove support, and continuous improvement. - Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations. - Act as a cross-functional operator across Platform Services, identifying inefficiencies, aligning stakeholders, and driving execution across Operations, Product, Finance, and Compliance END-TO-END PROCESS DESIGN - Map, redesign, and standardize core workflows including: - client onboarding / ACATs / account opening - KYC/AML, suitability, Reg BI and advisory documentation - trading, rebalancing, cash management, and billing feeds - client service requests and lifecycle maintenance - advisor transitions and rep onboarding - Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models. BROKER-DEALER OPERATIONS - Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance. - Partner closely with Savvy’s Engineering, Product, and Design teams to identify and implement appropriate platform improvements to support the growth of Savvy’s BD entity. - Work closely with the CCO and F ... (truncated, view full listing at source)