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Savvy Wealth

Trading Desk Lead & Principal, Brokerage Ops

new york, NY

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Job description

Savvy Wealth in New York City is seeking a Sr. Brokerage Operations Manager to be the licensed principal of record for trading activity and lead the trading desk operation end-to-end.

This senior role works closely with Legal/Compliance and Business Ops, driving best execution programs with Fidelity, managing regulatory reporting, and automating processes to reduce manual work. The ideal candidate has 6–8+ years in broker-dealer ops, Series 7/24/64, and a track record of building operations from

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Worksite address

new york, NY, 10261, US

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