Strategy & Operations Manager – Finance

Savvy Wealth

. Own recurring finance operations end to end, including advisor payouts, invoicing and collections, and partner revenue .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in finance operations, including advisor payouts, invoicing, and collections, while leveraging AI-powered workflows to enhance efficiency. Strong communication skills and attention to detail are essential for managing relationships with financial advisors and resolving operational issues.

Highest-signal resume keywords

Finance Operations ManagementAdvanced Microsoft ExcelAI Workflow DevelopmentWealth Management ExperienceStrong Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Finance OperationsAdvisor PayoutsInvoicingCollectionsAI WorkflowsMicrosoft ExcelData AnalysisProcess DocumentationFinancial ReportingCommission Structures

Soft Skills

Attention to DetailProblem SolvingCommunicationCollaborationAdaptability

Tools & Technologies

AI ToolsLLMsAutomation Software

Industry Keywords

Investment BankingConsultingHigh-Growth StartupFinancial ServicesFintech

About the role

Key responsibilities & impact

Own recurring finance operations end to end, including advisor payouts, invoicing and collections, and partner revenue
Run financial processes accurately each cycle and stand behind the numbers
Replace manual spreadsheet-driven steps with AI-powered workflows and tools
Document processes, add controls, and convert one-off judgment calls into repeatable procedures
Serve as the point person for advisor and internal questions
Work with relevant teams to resolve issues at their root
Help build the Strategy & Operations function and shape the role and team
Support strategic projects involving advisor deal pricing and economics, new advisor programs, vendor evaluations, and leadership planning analysis
Partner with Advisory Operations, Trading, Billing, and Post-Sales
Communicate directly with financial advisors and respond quickly to advisor needs
Report to the Head of Finance

Requirements

What you’ll need

Minimum 4 years in investment banking, consulting, or a strategy, operations, or finance role at a high-growth startup
Advanced Microsoft Excel, including lookups, nested logic, and pivot tables
Exceptional attention to detail and low tolerance for unexplained variances
Comfort chasing information across an organization
Strong written communication
Experience using LLMs and agents to create leverage in work
Experience building AI workflows, tools, or automations
Ability to determine when human review is needed for high-stakes outputs
Experience in wealth management, financial services, or fintech is a plus
Experience with individually negotiated commissions or incentive compensation is a plus
Experience being the first person in a role and building processes is a plus
Able to work four days per week in the Manhattan office
Must be based in New York or willing to relocate to New York
Must answer U.S. work sponsorship question; application requests work authorization information

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