About Savvy:
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 a unique opportunity to join Savvy during a pivotal growth stage and directly shape the backbone of our employee experience. As our Senior People Operations Generalist, you’ll lead our transition off a PEO into in-house payroll and benefits, build the foundational programs that set every employee up for success, and ensure our people processes are as seamless and modern as the platform we deliver to advisors.
Your work will touch every corner of the company - from making sure payroll runs flawlessly, to designing recognition programs that celebrate our culture, to ensuring onboarding leaves every new hire saying, “Wow, Savvy is different.” In short, you’ll be central to building an employee experience that mirrors the excellence we promise to clients.
Responsibilities:
Lead our PEO transition: Fully migrate payroll, benefits administration, and compliance from the PEO into our HRIS, ensuring a seamless cutover with zero pay errors and minimal employee disruption.
Run payroll and benefits flawlessly: Own day-to-day administration, audits, and employee support across payroll, benefits, and compliance.
Elevate onboarding: Manage and improve our onboarding program to ensure 100% of new hires are set up for success in their first 30 days.
Keep us compliant & clear: Build and maintain people policies that are compliant, accessible, and easy to understand.
Drive engagement: Support recognition and employee experience programs that make Savvy a place people are proud to work.
Strengthen our infrastructure: Maintain accurate systems, reporting, and processes that scale with us as we grow.
Must have:
You have 6+ years of experience in People Operations, HR Generalist, or similar roles in fast-paced, high-growth environments.
You’re hands-on with payroll and benefits administration, ideally in Rippling or similar HRIS.
You know how to write clean, compliant policies and communicate them clearly to employees.
You’re process-oriented, detail-obsessed, and thrive on creating scalable systems.
You’re service-minded, approachable, and responsive — employees trust you to have answers.
You’re adaptable and love solving challenges in an environment where priorities shift quickly.
Nice to have:
Experience leading a PEO to in-house payroll/benefits transition.
Exposure to designing onboarding and recognition programs in a scaling company.
Familiarity with multi-state payroll and compliance requirements.
Experience with HR analytics or reporting to support decision-making.
Why You’ll Love This Role:
You’ll own a high-impact transition: Leading the PEO-to-HRIS cutover is a career-defining chance to build systems from the ground up.
You’ll shape the employee experience: From onboarding to recognition, your work directly influences how every employee feels at Savvy.
You’ll be connected to everything: This role touches every function, making you one of the most plugged-in people at the company.
You’ll help build the foundation: Policies, programs, and processes are still being defined — your fingerprints will be all over how Savvy operates at scale.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Best-in-class medical, dental, and vision plans
401(k), commuter, and HSA/FSA plans
NYC office in the heart of Manhattan (lunch, dinner, and snacks provided)
Access to Spring Health, XP Health, and Rightway concierge for personalized care
Guardian WorkLifeMatters EAP for stress management, legal, financial, and dependent care support
Help us decide what else to add to this list!