🛠 Tech Stack

💼 About This Role

You'll enhance and scale Savvy's centralized trading infrastructure, executing daily trades and portfolio management using Orion Eclipse and custodial platforms. Your work ensures timely, accurate processing and drives adoption of the SWIM platform. This role offers a unique chance to build scalable processes at a fast-growing RIA.

🎯 What You'll Do

• Conduct daily portfolio management including cash reviews and drift analysis
• Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
• Process advisor-submitted investment tasks via the internal dashboard same-day
• Implement new accounts into SWIM and execute rebalances for advisors

📋 Requirements

• 2+ years of relevant experience in wealth management or trading
• 2+ years of experience trading client portfolios using portfolio management software
• Working knowledge of Orion Eclipse, Schwab, and Fidelity
• Current Series 65 license or willingness to obtain within 2 months

✨ 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 & Perks

• 💰 Competitive salary and equity package
• 🏖️ Unlimited PTO + paid company holidays
• 🏥 Medical, dental, and vision plans
• 🍱 Lunch and snacks provided in the office
• 🧠 Virtual mental health care (Spring Health)