---
title: 'Portfolio and Trading Associate at Savvy Wealth'
canonical: 'https://feeny.ai/job/portfolio-and-trading-associate-savvy-wealth-new-york-32wsspqbejg3'
type: 'job'
last_seen: '2026-09-05'
---

# Portfolio and Trading Associate at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Compensation:** $120k–$130k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/savvy/694cb8df-f0ea-4ab5-9523-b6960551c727/application

**Skills:** Orion Eclipse, Schwab, Fidelity, Portfolio management systems, Investment automation

> This role focuses on enhancing and scaling Savvy Wealth's centralized trading infrastructure by managing daily portfolio operations, executing trades, and supporting advisor adoption of the SWIM platform. The associate will handle cash reviews, rebalancing, and investment task execution while driving operational eff...

## Job description

## ABOUT SAVVY WEALTH:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™

The Role: As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform.

You’ll also execute advisor-submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This is a hands-on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup-style workflows (limited documentation, figure-it-out mindset), and continuously improve our processes. This is not a traditional trading role—you will use AI-powered internal tools daily and help improve and expand them.

This role offers a unique opportunity to work closely with advisors, ensure operational excellence, and help build scalable processes for one of the fastest-growing RIAs in the country.

Responsibilities:

- Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
- Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
- Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
- Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
- Implement new accounts into SWIM and execute rebalances for advisors
- Support bulk implementations to accelerate advisor adoption of SWIM
- Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
- Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
- Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

Must Have:

- 2+ years of relevant experience in wealth management, trading, or investment operations.
- 2+ years of experience trading client portfolios using portfolio management and trading software.
- Strong understanding of the wealth management industry and experience collaborating with advisors.
- Proven ability to take ownership of tasks and execute with efficiency and accuracy.
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
- Current Series 65 license or willingness to obtain within 2 months.
- Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes.

Nice to have:

- Experience with Orion Eclipse or comparable trading platforms
- Background in implementing model portfolios or investment automation
- Track record of improving operational processes and workflows

## BENEFITS:

- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- 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)

## About Savvy Wealth

## Company Overview
- **One-liner**: Savvy Wealth is a technology-driven wealth management firm that provides a modern, digital-first platform for financial advisors to manage client investments, planning, and operations, augmented by an AI-powered operating environment called Savvy Intelligence.
- **Entity Type**: Private (Series B funded – Series A in 2022, Series B in 2025)
- **Headquarters**: New York, NY, United States
- **Founded**: 2021
- **Founders**: Ritik Malhotra

## Core Business
- **Primary industry**: Wealth management / Financial services (technology-enabled RIA)
- **Target customers**: B2B (financial advisors and RIAs) and B2C (high-net-worth individuals served by advisors on the platform)
- **Mission or purpose statement**: “We help people make better financial decisions so they can live the life they aspire to live.” ([savvywealth.com](https://www.savvywealth.com/))

## Products & Services
- **Savvy Wealth Platform**: A unified digital platform for advisors that integrates CRM, back-office operations, client onboarding, performance reporting, and marketing automation. Offers a real-time financial dashboard for clients to track net worth and goals.
- **Savvy Intelligence (AI Platform)**: Launched in April 2026, an AI-powered operating environment that gives advisors a continuously updated view of each client’s investments, tax data, and financial plans. Agents help with scenario modeling, meeting notes, tax strategy, and client communications. Not client-facing; does not use client data to train third-party models. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Wealth Management Services**: Personalized investment management, retirement planning, estate planning, tax strategy, direct indexing, alternative investments, and held-away account tracking. Provided by dedicated fiduciary advisors.
- **Custodial Partners**: Multi-custodial with deep integrations to Charles Schwab and Fidelity for asset custody and execution. ([savvywealth.com](https://www.savvywealth.com/))

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: **$5B** in assets under management (AUM) with **100+** experienced advisors across **29** states. ([savvywealth.com/our-story](https://www.savvywealth.com/our-story))
- **Notable Investors/Partners**: Not publicly disclosed. The company states it is “backed by world-class investors.” ([savvywealth.com/careers](https://www.savvywealth.com/careers)) Partners include Fidelity and Charles Schwab for custody.
- **Growth Signals**:
  - **Headcount growth**: LinkedIn reports ~192 employees (May 2026), with annual growth of +105% and monthly growth of +3.4%. ([LinkedIn](https://www.linkedin.com/company/savvywealth))
  - Series B funding round closed in 2025 to accelerate growth and expand advisor network.
  - Launched Savvy Intelligence in April 2026, a significant AI product milestone.
  - Active job postings: 22 openings as of mid-2026.

## Competitive Advantages
- **Vertically integrated tech stack**: Built a unified platform (RIA, investments, tax, planning, CRM, meeting notes) before layering AI – unlike competitors that bolt AI onto fragmented systems. This gives AI agents access to complete, current client data.
- **Fiduciary alignment**: No transaction-based compensation, eliminating conflicts of interest; advisors are either W2 or 1099 employees.
- **Multi-custodial model**: Advisors can custody assets with either Schwab or Fidelity, providing flexibility while maintaining deep integrations.
- **Rapid onboarding and scale**: Over 100 advisors and $5B AUM in ~5 years suggests efficient platform adoption and advisor attraction.

## Strategic Focus
- **Grow the advisor network** by recruiting experienced advisors and RIAs across the U.S.
- **Expand AI capabilities** with Savvy Intelligence, adding more agents (e.g., for tax, investment analysis) beyond the initial Financial Planning Agent.
- **Deepen product integrations** and continue to unify client data to reduce advisor manual work and improve client outcomes.
- **Enhance client experience** via personalized investment management and real-time dashboard tools.

## Why Work Here
- **Culture & Values**: Emphasis on “Invent the future,” “Unlock everyone’s potential,” and “Get it done.” Team-driven, collaborative environment with ownership and momentum. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Work policy**: Hybrid – required presence in NYC office (111 W 33rd St, Suite 1401). Daily free lunch provided.
- **Perks & Benefits**: Comprehensive benefits, flexible time off, parental leave, company-wide events, and employee-led activities.
- **Engineering & AI focus**: Building a cutting-edge AI platform for wealth management; current openings include Founding Platform Engineer, Applied AI – Infrastructure, and Senior Product Designer. Fast-growing engineering team (technical staff 7% of headcount per LinkedIn).
- **Team size & growth**: ~192 employees (May 2026) with strong year-over-year growth (+105%), offering early-stage impact with established momentum.

## Sources
1. [savvywealth.com – About page](https://www.savvywealth.com/about)
2. [savvywealth.com – Careers page](https://www.savvywealth.com/careers)
3. [savvywealth.com – Homepage](https://www.savvywealth.com/)
4. [savvywealth.com – Our Story](https://www.savvywealth.com/our-story)
5. [LinkedIn – Savvy Wealth](https://www.linkedin.com/company/savvywealth)

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