Senior Client Associate (West Coast)

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.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

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™
  
  

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  Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships.

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  Own best-in-class execution of all client tasks, requests and inquiries in a timely manner.

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  Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience.

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  Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers.

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  Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks.

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  Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more.

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  Create and maintain client data in Salesforce and other systems.

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  Ensure Savvy is adhering to all required compliance policies and procedures.

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  Protect clients by maintaining confidentiality of all personal and financial information.

• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.

• A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality.

• Excellent interpersonal and communication skills.

• Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents.

• Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once.

• Adept at quickly learning and adopting new technologies.

• Series 7 and 66 or Series 65 licenses.

• BA/BS degree in finance, economics, or related field.

• Advanced degrees or designations such as CFP, CPA, CFA

• Prior experience using Salesforce

• Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.