Job Description
About Savvy Wealth:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
This is an opportunity to join Savvy during a period of growth and play a hands-on role in supporting our in-office employee experience. As Office Manager, you’ll focus on executing day-to-day office operations and supporting onsite logistics as we continue to scale our hybrid model.
This role is ideal for an organized, detail-oriented operator early in their People or Workplace Operations career who enjoys being hands-on, responsive, and execution-focused. You’ll work closely with members of the People, IT, and Finance teams to ensure the office runs smoothly and employees have a positive in-office experience.
Your work will directly impact how employees experience Savvy on a daily basis — from arriving at the office to participating in onsite onboarding and events.
What you’ll do
Support day-to-day office operations, including office opening and closing routines, front desk and guest experience, supplies and inventory tracking, cleanliness and maintenance coordination, and handling day-to-day office issues as they arise
Lead office-related projects end-to-end, including vendor management, space planning support, coordination of future office needs, office inventory management and ordering for supplies, food, and beverages, and mail receipt, sorting, and distribution."
Coordinate facilities and space logistics, such as desk assignments, conference room scheduling, AV and IT coordination, and supporting hybrid work schedules; assist with office reconfigurations or moves under guidance from senior team members
Assist with vendor coordination, including communicating with office-related vendors, tracking contracts and invoices, and escalating issues or questions as needed
Execute office programs and events, including in-office events, team gatherings, onsite onboarding logistics, and employee celebrations, with guidance and direction from the People team
Help maintain office safety and security processes, including badge access coordination, emergency preparedness documentation, and reporting issues or incidents to the appropriate teams
Support equipment and asset logistics, such as laptop and equipment coordination, asset tracking, basic office technology troubleshooting, and coordinating repairs or replacements with IT
Provide logistical support for visitors, interviews, meetings, catering, and conference room scheduling as needed
Work cross-functionally with IT, Finance, and People teams to execute shared operational tasks and ensure smooth handoffs related to onboarding, offboarding, and office access
Maintain office documentation, including playbooks, SOPs, vendor contacts, emergency procedures, and internal office guidelines
Support the physical employee experience, helping keep the office organized, welcoming, and functional, and sharing employee feedback with the People team
Assist with employee lifecycle logistics, including onboarding setup, off-boarding coordination related to access and equipment, and supporting transitions in partnership with the People team
You might be a good fit if
You have 2–4 years of experience in office management, workplace operations, People Ops coordination, or a similar operational role
You enjoy hands-on, execution-focused work and are comfortable responding to day-to-day needs
You’re highly organized, detail-oriented, and reliable with follow-through
You’re comfortable asking questions and escalating issues when needed
You bring a service-oriented mindset and care deeply about employee experience
You’re adaptable and enjoy working in fast-paced, evolving environments
Nice to have
Experience supporting hybrid or in-office teams
Familiarity with basic workplace or People tools (e.g., Google Workspace, Slack, HRIS tools)
Interest in growing into People Ops or Workplace Operations over time
Comfort using tools or automation to improve operational efficiency
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)
Compensation Range: $90K - $110K
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
This is an opportunity to join Savvy during a period of growth and play a hands-on role in supporting our in-office employee experience. As Office Manager, you’ll focus on executing day-to-day office operations and supporting onsite logistics as we continue to scale our hybrid model.
This role is ideal for an organized, detail-oriented operator early in their People or Workplace Operations career who enjoys being hands-on, responsive, and execution-focused. You’ll work closely with members of the People, IT, and Finance teams to ensure the office runs smoothly and employees have a positive in-office experience.
Your work will directly impact how employees experience Savvy on a daily basis — from arriving at the office to participating in onsite onboarding and events.
What you’ll do
Support day-to-day office operations, including office opening and closing routines, front desk and guest experience, supplies and inventory tracking, cleanliness and maintenance coordination, and handling day-to-day office issues as they arise
Lead office-related projects end-to-end, including vendor management, space planning support, coordination of future office needs, office inventory management and ordering for supplies, food, and beverages, and mail receipt, sorting, and distribution."
Coordinate facilities and space logistics, such as desk assignments, conference room scheduling, AV and IT coordination, and supporting hybrid work schedules; assist with office reconfigurations or moves under guidance from senior team members
Assist with vendor coordination, including communicating with office-related vendors, tracking contracts and invoices, and escalating issues or questions as needed
Execute office programs and events, including in-office events, team gatherings, onsite onboarding logistics, and employee celebrations, with guidance and direction from the People team
Help maintain office safety and security processes, including badge access coordination, emergency preparedness documentation, and reporting issues or incidents to the appropriate teams
Support equipment and asset logistics, such as laptop and equipment coordination, asset tracking, basic office technology troubleshooting, and coordinating repairs or replacements with IT
Provide logistical support for visitors, interviews, meetings, catering, and conference room scheduling as needed
Work cross-functionally with IT, Finance, and People teams to execute shared operational tasks and ensure smooth handoffs related to onboarding, offboarding, and office access
Maintain office documentation, including playbooks, SOPs, vendor contacts, emergency procedures, and internal office guidelines
Support the physical employee experience, helping keep the office organized, welcoming, and functional, and sharing employee feedback with the People team
Assist with employee lifecycle logistics, including onboarding setup, off-boarding coordination related to access and equipment, and supporting transitions in partnership with the People team
You might be a good fit if
You have 2–4 years of experience in office management, workplace operations, People Ops coordination, or a similar operational role
You enjoy hands-on, execution-focused work and are comfortable responding to day-to-day needs
You’re highly organized, detail-oriented, and reliable with follow-through
You’re comfortable asking questions and escalating issues when needed
You bring a service-oriented mindset and care deeply about employee experience
You’re adaptable and enjoy working in fast-paced, evolving environments
Nice to have
Experience supporting hybrid or in-office teams
Familiarity with basic workplace or People tools (e.g., Google Workspace, Slack, HRIS tools)
Interest in growing into People Ops or Workplace Operations over time
Comfort using tools or automation to improve operational efficiency
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)
Compensation Range: $90K - $110K
💡 Quick Summary
Seeking a career-building opportunity? The Office Manager position is now open for candidates interested in the Helper Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
