Job Description
Job Description
About Savvy:
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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. 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.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. 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. We’ve surpassed $2.2 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. Come help us scale!
The Role:
This is a unique opportunity to join Savvy at a high-growth inflection point and be the operational backbone of our recruiting function. As Recruiting Operations Specialist, you will own the systems, tools, data, and coordination that make our hiring engine run. You’ll partner closely with recruiters, hiring managers, and candidates to ensure a seamless process from first touch to onboarding.
Your work will directly impact how fast and effectively we hire, the experience every candidate has with Savvy, and the insights our leadership uses to make strategic talent decisions. You’ll balance tactical execution with process-building — creating a scalable recruiting foundation that supports Savvy’s rapid growth.
Responsibilities:
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Manage and optimize our ATS and recruiting tools, ensuring data accuracy, usability, and adoption.
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Coordinate interviews for all open roles, delivering a flawless candidate experience and timely communication.
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Build and maintain recruiting dashboards and reporting to provide actionable insights on pipeline health, time-to-fill, conversion rates, and source effectiveness.
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Partner with recruiters on sourcing initiatives, generating qualified candidate lists, and tracking outreach results.
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Create offer letters, ensure all pre-hire steps are completed, and support onboarding programs to deliver a smooth transition from candidate to new hire.
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Document and improve recruiting processes, building repeatable workflows that scale with the company.
Must Have:
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You have 3+ years in recruiting coordination, recruiting operations, or a similar role in a high-growth environment.
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You’re comfortable managing and optimizing an ATS (e.g., Ashby, Greenhouse, Lever) and other recruiting tools.
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You have strong organizational skills and an exceptional eye for detail.
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You’re data-driven and can translate recruiting metrics into clear, actionable recommendations.
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You’re proactive, collaborative, and thrive in a fast-paced environment.
Nice to have:
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Experience in a startup or scaling tech company.
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Familiarity with sourcing tools and outbound candidate outreach.
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Experience building dashboards or reports in Google Sheets, Excel, or BI tools.
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Employer branding or recruitment marketing experience.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
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Competitive salary and equity package
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Unlimited PTO + paid company holidays
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Access to best in class medical, dental, and vision plans
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Company 401(k), Commuter, and HSA/FSA plans
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NYC office in the heart of Manhattan
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Lunch and snacks provided in the office
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Parental leave coverage and support
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Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
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Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $85K - $105K