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Associate Pivotal Ventures Jobs (NOW HIRING)

Savvy Wealth

Portfolio and Trading Associate

Manhattan, NY · On-site

$70 - $90/hr

We've raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady ... Savvy is at a pivotal point in its growth trajectory, having established strong product‑market ...

Omnea Limited

AI Solutions Associate

Manhattan, NY · On-site

$65 - $95/hr

... at a pivotal time. We've just raised $50M in Series B funding from Khosla Ventures, Insight ... And we are looking for the most driven Solutions Associate out there to help turn procurement into ...

New

Omnea

AI Solutions Associate

New York, NY · On-site

$75K - $90K/yr

... at a pivotal time. We've just raised $50M in Series B funding from Khosla Ventures, Insight ... And we are looking for the most driven Solutions Associate out there to help turn procurement into ...

Omnea

$75K - $90K/yr

... at a pivotal time. We've just raised $50M in Series B funding from Khosla Ventures, Insight ... And we are looking for the most driven Solutions Associate out there to help turn procurement into ...

Jobs for Humanity

Speakers/Writers

Kansas City, MO

$15 - $60/hr

... Ventures (Google's AI-focused fund), Databricks Ventures, Snowpoint Ventures, and Kleiner Perkins ... You will play a pivotal role in training AI models, ensuring the accuracy and relevance of Arabic ...

Jobs for Humanity

Speakers/Writers

Fremont, CA · On-site

$15 - $60/hr

... Ventures (Google's AI-focused fund), Databricks Ventures, Snowpoint Ventures and Kleiner Perkins ... You will play a pivotal role in training AI models, ensuring the accuracy and relevance of Korean ...

Jobs for Humanity

Speakers/Writers

Irvine, CA

$15 - $60/hr

... Ventures, Snowpoint Ventures, and Kleiner Perkins. Shape the future of AI in German! This ... You will play a pivotal role in training AI models, ensuring the accuracy and relevance of German ...

Jobs for Humanity

Speakers/Writers

Vancouver, WA

$15 - $60/hr

... Ventures, Snowpoint Ventures and Kleiner Perkins. About the Role Shape the future of AI in the ... You will play a pivotal role in training AI models, ensuring the accuracy and relevance of Arabic ...

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Associate Pivotal Ventures information

What is an associate at Pivotal Ventures?

An Associate at Pivotal Ventures is an early-career professional who supports the organization's investment and partnership initiatives focused on social progress, particularly in areas such as gender equality and social innovation. Associates conduct research, analyze impact opportunities, help evaluate potential investments or grants, and assist in managing relationships with partners. Their role involves both strategic thinking and operational support, making them integral to advancing Pivotal Ventures' mission.

What types of projects and initiatives does an associate at Pivotal Ventures typically support, and how do these projects contribute to the organization's overall mission?

As an Associate at Pivotal Ventures, you will typically support a range of projects focused on advancing social progress, particularly in areas like gender equity, caregiving, and technology inclusion. Your responsibilities may include conducting research, analyzing data, preparing presentations, and coordinating with both internal teams and external partners. Projects are often cross-functional, requiring strong collaboration and communication skills. Working on these initiatives gives you exposure to innovative approaches in philanthropy and social impact, and allows you to contribute meaningfully to Pivotal Ventures' mission of driving transformational social change.

What are the key skills and qualifications needed to thrive as an associate at Pivotal Ventures, and why are they important?

To thrive as an Associate at Pivotal Ventures, you need strong analytical skills, project management experience, and a background in social impact or business, often supported by a relevant bachelor’s or master’s degree. Familiarity with data analysis tools, CRM platforms, and presentation software is typically required. Outstanding communication, collaboration, and adaptability are essential soft skills for building relationships and navigating dynamic projects. These competencies enable Associates to drive impactful initiatives, support cross-functional teams, and advance the organization’s mission effectively.

What is the difference between Associate Pivotal Ventures vs Associate at a Venture Capital Firm?

AspectAssociate Pivotal VenturesAssociate at a Venture Capital Firm
Required CredentialsBachelor's degree, often advanced degrees preferred; experience in social impact or nonprofit sectorsBachelor's degree, MBA or related experience often preferred; finance or business background
Work EnvironmentNonprofit or social impact organization, collaborative and mission-drivenInvestment firm, fast-paced, data-driven decision making
Employer & Industry UsagePivotal Ventures focuses on social innovation and philanthropyVenture capital firms invest in startups and early-stage companies

In summary, Associate Pivotal Ventures typically works in a nonprofit or social impact setting with a focus on philanthropy, requiring experience in social sectors. Conversely, an Associate at a Venture Capital Firm operates within the finance industry, focusing on investments in startups, with a background in finance or business. The roles differ mainly in their industry focus, work environment, and required credentials.

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Associate Pivotal Ventures jobs near you
Infographic showing various Associate Pivotal Ventures job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 62% In-person, 13% Hybrid, and 25% Remote job distribution.

Portfolio and Trading Associate

Savvy Wealth

Manhattan, NY • On-site

$70 - $90/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

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:

As an Portfolio Implementation and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. This role is purely focused on investment operations (not management). You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform. You’ll also execute advisor‑submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This is a hands‑on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup‑style workflows (limited documentation, figure‑it‑out mindset), and continuously improve our processes. This role offers a unique opportunity to work closely with advisors, ensure operational excellence, and help build scalable processes for one of the fastest‑growing RIAs in the country.

Responsibilities:
  • Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax‑loss harvesting
  • Execute cash raises, rebalances, and one‑off trades in Eclipse and at custodians
  • Process advisor‑submitted investment tasks via the internal dashboard and complete same‑day executions (per SLA)
  • Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
  • Implement new accounts into SWIM and execute rebalances for advisors
  • Support bulk implementations to accelerate advisor adoption of SWIM
  • Assist with firm‑wide model updates and rebalancing of SWIM and Custom Advisor Models
  • Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
  • Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution
Must Have:
  • 2+ years of relevant experience in wealth management, trading, or investment operations.
  • 2+ years of experience trading client portfolios using portfolio management and trading software.
  • Strong understanding of the wealth management industry and experience collaborating with advisors.
  • Proven ability to take ownership of tasks and execute with efficiency and accuracy.
  • Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
  • Current Series 65 license or willingness to obtain within 2 months.
  • Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes.
Nice to have:
  • Experience with Orion Eclipse or comparable trading platforms
  • Background in implementing model portfolios or investment automation
  • Track record of improving operational processes and workflows
Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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