---
title: 'Senior Revenue Operations Manager at Savvy Wealth'
canonical: 'https://feeny.ai/job/senior-revenue-operations-manager-savvy-wealth-new-york-d6195qb7k49t'
type: 'job'
last_seen: '2026-09-05'
---

# Senior Revenue Operations Manager at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Compensation:** $154k–$195k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/savvy/a19d1fc5-3e77-499e-958c-f37e58726ce9/application

**Skills:** Salesforce, CRM, Pipeline Management, Data Hygiene, Territory Design, Sales Operations, Revenue Operations, Analytics, Lead Scoring, Dashboarding, Process Automation, Field Architecture, AI Tools, Workflow Automation, HubSpot, Clay, PandaDoc, BigQuery, Zapier

> The Senior Revenue Operations Manager will own the end-to-end operational layer for the sales team, including pipeline governance, CRM data hygiene, and Salesforce configuration. This role involves leading tool assessments for AI-native GTM solutions, maintaining GTM analytics and lead scoring models, and partnering...

## 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:

Revenue Operations at Savvy is entering a new era. We've built the foundation: the CRM infrastructure, pipeline tooling, and an early AI-native analytics layer. Now we need a sharp, technical operator to take ownership of that foundation and scale it.

As Senior Revenue Operations Manager, you'll be the primary operational partner to our sales team. You'll sit closest to our AEs, SDRs, and sales leadership of anyone on the RevOps team, translating what the business needs into the systems, data, and processes that make the sales motion work. This means owning the operational layer end-to-end: territory design, pipeline governance, data hygiene, analytics, and the Salesforce infrastructure that holds it all together. You'll be expected to move fast, earn trust with the sales org, and build things that last.

Responsibilities:

- Own pipeline stage governance and CRM data hygiene end-to-end: define stage definitions and entry/exit criteria, build enforcement mechanisms in Salesforce, and drive toward 95% hygiene adherence. Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with sales leadership
- Lead new tool assessments with a focus on AI-native GTM solutions: evaluate the landscape, build and test AI-native workflows and agents, make structured recommendations, and implement what gets approved
- Own the GTM analytics layer for the sales motion: build and maintain pipeline and win rate analysis (SQO-to-close conversion by AE, segment, and period), real-time revenue dashboards with ARR and deal metrics, and ad hoc analyses for sales leadership and RevOps. Contribute to WBR and QBR data preparation
- Maintain and iterate on the lead scoring model and list management for SDRs, support SDR capacity modeling, and partner with marketing ops on the lead enrichment pipeline (Clay, Fintrix, SignalHire) and routing SLAs
- Partner with sales management on call coaching: maintain the SDR/AE call transcription and rubric scoring system, surface patterns and insights that help managers identify coaching opportunities
- Own territory design and maintenance as the AE team scales from 10 to 30+: model geographic coverage, define account carving and pod structure, resolve conflicts, and keep territory aligned with the growth plan. Collaborate with Finance on compensation calculations and attainment tracking
- Own Salesforce configuration and administration for the sales org: field architecture, flows, page layouts, validation rules, and process automation. Maintain data integrity across connected systems (HubSpot, Savvy CRM, PandaDoc, BigQuery, Zapier) and own the roadmap for what gets built and in what order

Must Have:

- 5+ years in Revenue Operations, Sales Operations, or a closely related function at a high-growth tech company
- Strong track record of partnering with sales teams: you've built trust with AEs and sales leadership, you understand the motion from the rep's perspective, and you know how to get process changes adopted without creating friction
- Hands-on Salesforce experience: you've built flows, validation rules, and field architecture, not just pulled reports. You understand how design decisions compound over time
- Strong analytical instincts: you find data quality problems before they become business problems, and you build dashboards and models that sales leaders can actually use
- Experience with territory design and a track record of maintaining clean, enforced data standards
- Clear communicator who can translate ops complexity into something a sales rep or exec can act on

Nice to Have:

- Hands-on experience with AI tools or workflow automation in a GTM context; genuine curiosity about what's coming and a track record of experimenting
- Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools
- Background in wealth management, financial services, or a relationship-driven sales environment

## 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)

## Other roles at Savvy Wealth

- [Senior Product Marketing Manager](https://feeny.ai/job/senior-product-marketing-manager-savvy-wealth-new-york-4hq2btvk7114) — New York, NY
- [Senior Manager, Client Marketing](https://feeny.ai/job/senior-manager-client-marketing-savvy-wealth-new-york-x0g38hjgxpv8) — New York, NY
- [Strategic Growth Manager (Account Executive)](https://feeny.ai/job/strategic-growth-manager-account-executive-savvy-wealth-united-states-wr8tecqbf8wm) — United States
- [Technical Recruiter](https://feeny.ai/job/technical-recruiter-savvy-wealth-new-york-qt8gs4bq5d6q) — New York, NY
- [Senior Brokerage Operations Manager](https://feeny.ai/job/senior-brokerage-operations-manager-savvy-wealth-new-york-5w06fv7dhaq5) — New York, NY
- [Portfolio and Trading Associate](https://feeny.ai/job/portfolio-and-trading-associate-savvy-wealth-new-york-32wsspqbejg3) — New York, NY
- [Investment Operations Associate](https://feeny.ai/job/investment-operations-associate-savvy-wealth-new-york-mxe77522q8f1) — New York, NY
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-savvy-wealth-new-york-h84cbtd6x5kk) — New York, NY
- [Product Manager](https://feeny.ai/job/product-manager-savvy-wealth-new-york-ttc5nwg4nxdm) — New York, NY
- [Senior People Business Partner](https://feeny.ai/job/senior-people-business-partner-savvy-wealth-new-york-88w73ntsv4xp) — New York, NY