IT Operations Engineer

Savvy Wealth IT Operations SpecialistSavvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.We are seeking a Senior IT Operations Specialist to join Savvy Wealth at our NYC headquarters. In this role, you will deliver exceptional customer service to both our internal teams and our financial advisors while supporting a hybrid macOS and Windows environment. You'll manage and optimize SaaS platforms such as Google Workspace, Slack, Zoom, Rippling, and more.Our IT mission is to keep our employees and advisors productive by removing technical roadblocks quickly and efficiently. We're looking for someone resourceful who thrives in a fast-paced environment and takes pride in the behind-the-scenes work that keeps everything running smoothly.ResponsibilitiesSupport a hybrid macOS/Windows environment, including ticketing and troubleshootingShare advisor support and onboarding workload with the rest of the IT team, delivering white-glove service in person, over video, and through our support channels, working within documented SLAsExecute advisor migrations into Savvy: email and file migrations into Google Workspace, DNS record management and cutovers (including SPF, DKIM, DMARC), and phased transition planning that minimizes disruptionManage DNS across multiple providers and registrars (Cloudflare, GoDaddy, Google Cloud DNS), including email authentication records for marketing and compliance toolingOwn the IT provisioning and deprovisioning process for employees and advisors: account creation, platform setup, endpoint allocation and MDM enrollment, and access management, with same-day deprovisioning as the standardWork closely with cross-functional teams (Legal, Finance, Advisor Onboarding Team, People Ops, etc.) to ensure seamless employee and advisor experiences; clearly articulate issues, potential solutions, and timelines to both technical and non-technical stakeholdersMaintain and support office networking, AV systems, and physical security infrastructure (badge readers and cameras)Develop, document, and improve scalable IT processes, runbooks, and user-facing resources in NotionContribute to automation of the employee and advisor lifecycle (SCIM provisioning via Rippling, group-based access) and to our SaaS governance work (app inventory, admin hygiene, access reviews)Support SaaS vendor relationships and coordinate with external vendors for IT equipment procurement, service agreements, and renewalsTake ownership of small and large projects, and act as an escalation point for technical issues before escalating to leadership or other teamsMust Have3+ years of hands-on IT support experience with user onboarding/offboarding and device managementStrong knowledge of Google Workspace administration and MDM solutionsSolid DNS fundamentals: record types (MX, TXT, CNAME, A), email authentication (SPF, DKIM, DMARC), registrar and DNS host management, and the confidence to plan and execute record changes without breaking mail flowExceptional customer service and stakeholder management skills; comfortable working face-to-face with clients, handling high-touch relationships, and staying composed when the stakes are personal for the person in front of youExcellent communication skills: able to clearly articulate issues, potential solutions, and timelines to both technical and non-technical audiences, and to work independently in a fast-paced environmentProven track record of building and documenting IT processes and proceduresUnderstanding of security best practices, access controls, and least-privilege access designStrong writing skills; Savvy is a written cultureTrack record of leveraging AI to scale the IT function across areas like help desk support, documentation, and SaaS managementNice to HaveHands-on experience migrating email and files into Google Workspace (from Microsoft 365, IMAP, or other platforms), including cutover planning and post-migration validationProficiency in managing DNS records as code with Terraform (we manage our primary domain this way via GitHub)Financial services or RIA industry experience, particularly with compliance toolsExperience supporting business transitions and acquisitions from an IT perspectiveProject management experience and vendor relationship managementFamiliarity with SCIM provisioning and identity lifecycle automation (Rippling or similar)Additional InformationSavvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.BenefitsCompetitive salary and equity packageUnlimited PTO + paid company holidaysAccess to holistic medical, dental, and vision plansCompany 401(k), Commuter, and HSA/FSA plansNYC office in the heart of ManhattanLunch and snacks provided in the officeAccess to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right careAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)