Savvy Wealth
401k Operations Specialist
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Job Description
- Req#: 20e66e38-13fb-4e38-a682-7dcb458df172
Employer Industry: Wealth Management
Why consider this job opportunity:
- Competitive salary and equity package
- Unlimited PTO plus paid company holidays
- Access to holistic medical, dental, and vision plans
- Opportunity for career advancement within a rapidly growing company
- Dynamic work environment in the heart of Manhattan with lunch and snacks provided
- Access to virtual mental health care and various support services
What to Expect (Job Responsibilities):
- Oversee the preparation and execution of investment advisory agreements, ensuring accurate completion before signature
- Serve as the main point of contact for setting up new recordkeepers and managing firm-level data across custodians
- Establish and maintain data feeds between recordkeepers and internal reporting systems
- Act as the internal resource for advisors regarding 401k plan design, administration, and compliance
- Refine internal workflows for 401k operations, ensuring adherence to ERISA, DOL, and IRS regulations
What is Required (Qualifications):
- 3–5+ years of operations or administration experience in the corporate 401k/Retirement Plan space
- Deep understanding of ERISA regulations and 401k plan structures
- Strong proficiency in Excel and experience with portfolio management or reporting software
- Demonstrated ability to execute detailed administrative tasks with high accuracy
- Strong customer-facing presence and effective communication skills
How to Stand Out (Preferred Qualifications):
- Experience with Orion and Salesforce
- Licensing: Series 65, Series 7, or relevant retirement designations (e.g., QKA, QPA, CRPS)
- Prior experience in a high-growth RIA or fintech environment
#WealthManagement #401kOperations #CareerGrowth #CompetitiveBenefits #Fintech
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
Savvy is a modern wealth management service built from the ground up explicitly designed for tech professionals.
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