2-4 years in business operations, strategy & operations, management consulting, or investment banking.
Experience in a high-growth startup or similar environment with diverse responsibilities.
Strong project management skills with minimal oversight.
Structured, analytical problem-solving ability with comfort in ambiguity.
Clear written and verbal communication skills.
Hands-on experience with AI tools for research and workflow optimization.
Strong spreadsheet and modeling skills.
High ownership mentality with a focus on outcomes.
Responsibilities
Run the Platform Services operating rhythm, including planning and tracking.
Own logistics for planning, including headcount templates and capacity models.
Draft and maintain internal documentation and meeting materials for team alignment.
Lead projects from scoping to execution with stakeholder collaboration.
Partner with Advisor Success leaders to enhance workflows and documentation.
Break down complex problems into actionable workstreams and timelines.
Identify manual tasks for automation and track tool adoption for continuous improvement.
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) with Mega backdoor Roth options, Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, with dinner for late stays
Access to virtual mental health care and health concierge services
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues.
Full Job Description
The Role:
Savvy is hiring an AI Strategy & Ops Manager to join our Platform Services team. This is a hands-on, cross-functional role for someone who wants to learn how a fast-growing company runs, and help build how it scales.
You'll report to our Sr. AI Strategy & Ops Manager and help own the operating rhythm and planning that keep Platform Services on track. You'll also lead projects across the business. This role is heavy on execution: you'll use data, AI tools and good judgment to find ways to work more efficiently and turn them into results. One week you might be running quarterly planning, the next you might be building a capacity model, and the next you might be redesigning a workflow for our Advisor Success team.
This role offers broad exposure to operations, client servicing, finance and product. If you're successful, you'll have helped Savvy grow capacity through smart systems and automation rather than headcount alone.
Responsibilities:
Operating Rhythm & Planning
Run the Platform Services operating rhythm: weekly reviews, KR tracking, quarterly and annual planning, and follow-through on action items.
Own planning logistics end to end, including headcount templates, capacity models, KR tracking and keeping planning docs on schedule.
Draft and maintain internal docs, meeting materials and updates to keep teams aligned.
Projects & Advisor Success Support
Lead projects end to end: scoping, stakeholder alignment, execution and iteration, with support and guidance from the Senior AI Strategy & Ops Manager.
Partner with Advisor Success leaders to improve workflows, SOPs, documentation and enablement for frontline teams.
Break down ambiguous problems into clear workstreams, timelines and owners.
Process Improvement & Automation
Work AI-first: find manual, repetitive work and partner with Ops and Engineering to automate or simplify it before adding headcount.
Track adoption of new tools and processes, and use feedback loops to keep improving them.
Data & Analysis
Build analyses and simple models (capacity, workload, ROI) to inform prioritization and resourcing decisions.
Maintain core metrics and reporting so teams can track progress and spot risks early.
Must have:
2-4 years of experience in business operations, strategy & operations, management consulting, investment banking or a similarly rigorous analytical role.
Experience in a high-growth startup or another high-ownership setting where you wore multiple hats.
Strong project management skills. You can keep multiple workstreams moving with minimal oversight and follow through on details.
Structured, analytical problem-solving. You're comfortable with imperfect information and can turn messy inputs into clear recommendations.
Clear written and verbal communication. You can write a crisp doc and keep stakeholders informed.
Hands-on experience using AI tools (e.g., ChatGPT/Claude, automation tools) to speed up research, analysis and workflows.
Strong spreadsheet and modeling skills.
High ownership and low ego. You roll up your sleeves, take responsibility and care more about outcomes than credit.
Comfort in a fast-moving environment with shifting priorities and multiple deadlines.
Nice to have:
Exposure to wealth management financial services operations.
Experience building or improving SOPs, process documentation or enablement materials for frontline or client-facing teams.
Benefits:
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, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
