other
Posted May 4Portfolio Implementation and Trading Associate
at Savvy
Remote
Responsibilities
- - Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting - Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians - Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA) - Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale - Implement new accounts into SWIM and execute rebalances for advisors -
Requirements
- 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.
- experience trading client portfolios using portfolio management and trading software. - Strong understanding of the wealth management industry and
- experience collaborating with advisors. - Proven ability to take ownership of tasks and execute with efficiency and accuracy. - Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity. - Current Series 65 license or willingness to obtain within 2 months. - Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes. Nice to have: -
- Experience with Orion Eclipse or comparable trading platforms - Background in implementing model portfolios or investment automation - Track record of improving operational processes and workflows
Experience
- experience in wealth management, trading, or investment operations. - 2+ years of
Benefits
- 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.
- 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)
Additional details
- 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.
- experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
- We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
- 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.
- Come help us scale! The Role: As an Portfolio Implementation and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure.
- This role is purely focused on investment operations (not management).
- You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform.
- You’ll also execute advisor-submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion.
- This is a hands-on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup-style workflows (limited documentation, figure-it-out mindset), and continuously improve our processes.