Compensation Operations Manager

Savvy Wealth

. Run the monthly advisor payout cycle end to end for individual advisors and advisor teams .

Posted 10/9/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $180,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing advisor payout cycles, including reconciliation and process documentation, while ensuring compliance and accuracy in financial operations. Proficient in leveraging advanced Excel skills and AI tools to enhance operational efficiency and communication across teams.

Highest-signal resume keywords

Advisor Payout ManagementAdvanced Microsoft ExcelProcess DocumentationFinancial ReconciliationWealth Management Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Payout Cycle ManagementFinancial ReconciliationProcess BuildingCommission StructuresData Analysis

Soft Skills

Attention to DetailWritten CommunicationProblem SolvingCollaboration

Tools & Technologies

AI ToolsStripePayroll SystemsCorporate Card Platforms

Industry Keywords

Wealth ManagementFinancial ServicesFintechRevenue OperationsBusiness Operations

About the role

Key responsibilities & impact

Run the monthly advisor payout cycle end to end for individual advisors and advisor teams
Build payouts from contract terms from gross to net, including fees for additional services or products
Reconcile every payout and investigate discrepancies before funds move
Administer the advisor loan program, including balances, repayment schedules, and payout offsets
Build and run equity distribution processes for advisors
Manage corporate card budgets and advisor expense oversight
Triage advisor payroll escalations and drive them to resolution
Own advisor platform-fee invoicing and collections
Track deposits from third-party insurance and annuity partners and map them to advisors
Document inherited and newly created processes and convert judgment calls into repeatable procedures
Identify and close control gaps before they cause advisor-facing errors
Partner with Data and Engineering to move work from spreadsheets into systems
Report to the Head of Finance and collaborate with advisory operations, trading, billing, post-sales, and advisors

Requirements

What you’ll need

5+ years in operations, payroll, commissions, revenue operations, or business operations, personally owning a recurring monthly process involving money
Advanced Microsoft Excel, including lookups, nested logic, and pivot tables
Exceptional attention to detail and low tolerance for unexplained variances
Comfort gathering information across an organization
Strong written communication
Working fluency with AI tools and judgment about their appropriate use
Experience in wealth management, financial services, or fintech is nice to have
Experience with individually negotiated commissions or incentive compensation is nice to have
Experience with Stripe, corporate card platforms, or payroll systems is nice to have
Experience being the first person in a role and building processes is nice to have
Must be able to work Savvy's 4-day-per-week in-office policy in Manhattan
Must be based in New York or willing to relocate to New York
Must be authorized to work in the United States or address sponsorship requirements

Benefits

Comp & perks

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, and dinner if you stay late
Virtual mental health care through Spring Health
Health concierge through Rightway
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP