Wealth manager

Updated: April 05, 2024 01:53 PM GMT

Savvy Wealth

Aptos, CA

Job Description

Job Description

The Role : Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters : quality time with their clients.

We hire / acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.

This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.The

Principal Wealth Manager

role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens).

We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day.

Thats why youll work closely with the Product, Engineering... More Detail