Consultant providing advisory services for financial sponsors at FMI's Private Equity Services Practice. Involves project management and analysis in the built environment sector.
About the role
- Advisory Operations Manager overseeing billing, reporting, and custodial relationships in a fintech startup. Driving process efficiency and operational improvements in wealth management for financial advisors.
Responsibilities
- Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness.
- Ensure data integrity and effective management of Savvy’s internal reporting systems.
- Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary.
- Act as the project manager for special initiatives, including advisor transitions and system unlocks.
- Drive continuous improvements in operational efficiency, implementing best practices across advisory operations.
- Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness.
Requirements
- 3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm, with a strong understanding of industry standards and best practices.
- Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, and Fidelity, with the capability to manage and optimize these systems for seamless operations.
- Experience in managing and executing billing processes, with a demonstrated ability to ensure accuracy and efficiency in financial operations.
- Proven ability to manage relationships with custodians and third-party vendors, ensuring smooth administration and onboarding of new partners.
- Ability to leverage AI and automation in daily processes and in projects
- A proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm’s growth and operational success.
- Enthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology.
- Ability to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail.
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), vision related benefits (XP 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)
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