Savvy Wealth, Inc. is hiring its first Legal Operations Associate to mature our legal and compliance function as a registered RIA and broker-dealer. You’ll transform ad hoc attorney-owned tasks into AI-enabled, repeatable processes, overseeing contracts, vendor due diligence, intake, calendars, and advisor compliance.
Collaboration with GC and leadership will shape our systems from day one. The role emphasizes building scalable processes, managing budgets, and leveraging AI tools to improve
