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Talent Operations Partner
Savvy WealthNYC OfficePosted 14 May 2026
Job Description
Talent Operations Partner
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 growing quickly and we’re looking for a Talent Operations Specialist to help keep our hiring engine running smoothly as we scale. In this role, you’ll sit at the center of recruiting operations owning interview coordination, ATS management, scheduling logistics, reporting, and process improvement across GTM & EPD. You’ll partner closely with recruiters, hiring managers, and leadership to help us hire efficiently while delivering a great candidate experience.
We’re especially excited about someone who loves building and wants to be a systems expert in recruiting ops. A big part of this role is helping us build smarter, more scalable workflows, improve recruiting operations, and find opportunities to reduce manual work through automation and AI-enabled tooling.
You’ll be joining a highly collaborative recruiting team with experienced operators who care deeply about mentorship and development. We take growth seriously at Savvy and this is a role where someone can learn quickly, take on increasing ownership, and build a strong long-term foundation in recruiting operations and talent.
Responsibilities:
- Own end-to-end interview coordination and scheduling across multiple teams and functions
- Deliver a high-touch, white-glove candidate experience throughout the interview process
- Manage onsite interview logistics and create a seamless in-office candidate experience
- Serve as a primary administrator for our ATS (Ashby), including pipeline setup, workflows, scorecards, templates, and reporting
- Maintain recruiting data hygiene and ensure systems are accurate, organized, and scalable
- Build and improve recruiting workflows, SOPs, documentation, and operational processes
- Identify bottlenecks and inefficiencies across the hiring process and proactively implement improvements
- Leverage AI and automation tools to improve recruiting operations and reduce manual work
- Maintain recruiting dashboards and track key hiring metrics including pipeline health, conversion rates, and time-to-fill
- Partner closely with recruiters, hiring managers, and cross-functional stakeholders to keep hiring processes moving efficiently
- Help manage recruiting tools and vendor relationships including LinkedIn Recruiter, background check vendors, scheduling tools, and other recruiting platforms
- Troubleshoot operational and systems issues as they arise and act as a reliable point of contact for recruiting operations support
Must have:
- 2+ years of experience in recru ... (truncated, view full listing at source)
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