Savvy Wealth
Wealth management
TalentOperationsSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Talent Operations Specialist at Savvy Wealth. Skills: Talent Operations, Recruiting Coordination, ATS Management, Process Improvement. Own end-to-end interview coordination and scheduling across multiple teams and functions. Deliver a high-touch, white-glove candidate experience throughout the interview process”
What You'll Achieve.
Hire efficiently; Improve recruiting operations; Reduce manual work through automation and AI-enabled tooling; Scale hiring engine
Industry & Context.
Identify bottlenecks and inefficiencies across the hiring process and proactively implement improvements; Troubleshoot operational and systems issues
What They're Looking For.
Must Have
2+ years of experience in recruiting coordination, recruiting operations, talent operations, or a similar operational role, Experience working in a fast-paced startup or high-growth environment, Deep expertise ideally in Ashby, Greenhouse, or Lever, Experience managing complex scheduling and coordination across multiple stakeholders, organizational skills and exceptional attention to detail, written and verbal communication skills, Comfortable working in ambiguity and operating with a high level of ownership, Experience working with spreadsheets and reporting tools such as Google Sheets or Excel, Interest in AI tools, automation, and operational efficiency
Nice to Have
Experience in a startup or scaling tech company., Familiarity with sourcing tools and outbound candidate outreach., Experience building dashboards or reports in Google Sheets, Excel, or BI tools., Employer branding or recruitment marketing experience.
What You'll Do.
Own end-to-end interview coordination and scheduling across multiple teams and functions
white-glove candidate experience throughout the interview process
Manage onsite interview logistics and create a seamless in-office candidate experience
Serve as a primary administrator for our ATS (Ashby)
including pipeline setup
Maintain recruiting data hygiene and ensure systems are accurate
Build and improve recruiting workflows
and operational processes
Identify bottlenecks and inefficiencies across the hiring process and proactively implement improvements
Leverage AI and automation tools to improve recruiting operations and reduce manual work
Maintain recruiting dashboards and track key hiring metrics including pipeline health
Help manage recruiting tools and vendor relationships including LinkedIn Recruiter
background check vendors
and other recruiting platforms
Troubleshoot operational and systems issues as they arise and act as a reliable point of contact for recruiting operations support
How You'll Work.
Team & Collaboration
Partner closely with recruiters, hiring managers, and leadership to help us hire efficiently; Partner closely with recruiters, hiring managers, and cross-functional stakeholders to keep hiring processes moving efficiently
Communication Scope
Written communication skills; Verbal communication skills
Full Job Description
ABOUT SAVVY WEALTH: 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 $5.1 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: Savvy is growing quickly and we’re looking for a Talent Operations Specialist to help keep our hiring engine running smoothly as we scale. In this role, you’ll sit at the center of recruiting operations owning interview coordination, ATS management, scheduling logistics, reporting, and process improvement across GTM & EPD. You’ll partner closely with recruiters, hiring managers, and leadership to help us hire efficiently while delivering a great candidate experience. We’re especially excited about someone who loves building and wants to be
Applying for this Talent Operations Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
What do employees actually say about Savvy Wealth?
Real rants from real employees. Read before you apply.