Top Tech Jobs & Startup Jobs in NYC, NY

Own Savvy’s finance systems, data integrity, reconciliation workflows, reporting automation, and financial controls. The role connects CRM, billing, CPQ, commissions, payments, custodian, and ERP data; builds dashboards and automation using AI, scripting, SQL, and spreadsheets; improves revenue and cash-flow visibility; documents architecture and controls; supports audits; and partners with Data on requirements and deployments. This is an individual contributor role requiring strong finance operations, systems integration, analytical, and automation expertise.

Own full-cycle recruiting searches across GTM, Operations, and G&A, from intake through offer and close. Build targeted sourcing pipelines, conduct candidate screens, advise hiring managers on talent markets and hiring decisions, manage interview processes, and guide offers. Use AI tools, pipeline data, and Ashby to improve recruiting workflows, reporting, employer branding, structured interviewing, referrals, and candidate experience.

The Investment Operations & Trading Associate will manage daily trading and portfolio management, ensure operational excellence, and drive adoption of the SWIM platform.

Lead complex enterprise and high-AUM advisor transitions from signing through post-join asset transition. Coordinate Compliance, Legal, IT, Client Service, Product, and Operations; deliver advisor training; accelerate revenue; monitor risks; and ensure smooth client account transitions. Build scalable playbooks, track onboarding performance, improve processes, and serve as a senior resource for the onboarding team.

Manages the operational backbone of Savvy’s advisory business, including account billing, reporting-system data integrity, custodian relationships, advisor transitions, system unlocks, and process improvements. The role identifies AI and automation opportunities, oversees wealth-management platforms, coordinates special projects, and collaborates with Product, Engineering, Design, Compliance, and Advisory teams to improve operational efficiency and support advisors and end clients.

Leads revenue accounting, accounts receivable, financial reporting, revenue recognition, commissions, and month-end close for a high-growth fintech and registered investment advisor. The role manages ASC 606 and ASC 326 compliance, custodian cash application, revenue share payments, SEC and FINRA reporting, audit coordination, accounting systems initiatives, and process documentation. It also serves as the organization’s subject matter expert for revenue and accounts receivable accounting.

Sources and recruits financial advisors and wealth managers through digital outreach, cold calling, email, and social media. Qualifies prospects, conducts discovery conversations, researches target companies, maintains CRM records, monitors industry trends, and supports recruiting strategy development. The role builds and manages a pipeline of advisor candidates aligned with Savvy Wealth’s growth objectives and values.

Own the developer and coding-agent experience across the organization. Build cloud coding workflows, improve CI, testing, local development, debugging, delivery, repository structure, agent context, and internal skills systems. Measure outcomes using developer productivity and agent evaluations, establish standards, improve adoption, and partner with infrastructure and security teams on safe agent autonomy. This hands-on platform engineering role requires building production software, researching developer needs, and implementing durable improvements.

The Senior Revenue Operations Manager will lead operations for the sales team, focusing on pipeline governance, CRM data hygiene, analytics, and tool assessments, particularly with AI-native solutions.

Own Savvy’s enablement engine for Sales and Operations by designing onboarding, ramp, recurring training, certifications, coaching, and performance interventions. Partner with leaders and subject-matter experts to translate complex products and processes into engaging, practical learning. Diagnose capability gaps, measure ramp and productivity outcomes, build scalable knowledge systems, and use AI to personalize simulations, coaching, and learning content.