• Build and grow your own firm, powered by Savvy's platform and resources • Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools • Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management • Prepare and present comprehensive financial plans that cut through complexity for clients • Design, implement, and monitor long-term investment portfolios and asset allocations • Act as a design partner to Savvy's Product team — your feedback shapes the platform • Help vet and inspire other top advisors to join the Savvy network

• Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships. • Own best-in-class execution of all client tasks, requests and inquiries in a timely manner. • Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience. • Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers. • Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks. • Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more. • Create and maintain client data in Salesforce and other systems. • Ensure Savvy is adhering to all required compliance policies and procedures. • Protect clients by maintaining confidentiality of all personal and financial information.

• Conduct comprehensive surveys and assessments of individuals and families to identify socio-economic challenges and develop appropriate intervention plans to enhance their employability. • Collaborate with community members, local organizations, and government agencies to design and implement programs that address key socio-economic issues such as poverty, unemployment, housing, and access to healthcare. • Provide counseling and support to individuals and families in need, assisting them in navigating available resources and services. • Advocate for policy changes at local and regional levels to promote socio-economic development and improve the overall well-being of the community. • Facilitate workshops, seminars, and training sessions to raise awareness about socio-economic issues and build capacity within the community. • Explore central government, state government, and local government schemes available for the communities and tap into the resources. • Monitor and evaluate the effectiveness of socio-economic programs, making necessary adjustments to ensure positive outcomes i.e., ensure that the program implementation results in higher income generation for the people at the identified communities. • Collaborate with multidisciplinary teams including psychologists, educators, healthcare professionals, and legal advisors to provide holistic support to clients. • Stay informed about current research, trends, and best practices in socio-economic development and social work. • Coordinate with livestock vendors, Agriculture experts, Entrepreneurship Development experts/trainers to gain knowledge about the programs that could be passed on for smooth implementation at the project locations. • Build and maintain a good rapport with local people, Block and district level officials, media representatives & resource persons. • Invite and engage them in different programs organized by the project. • Conduct Train the trainer program at frequent intervals and provide hands-on training to the local facilitators. • Establish connection with Jan Shikshan Sansthan for available resources which could benefit our Adult Literacy programs. • Introduce adult literacy training at the project locations and track the progress in a number-driven format for reporting purposes. • Prepare monthly and annual working budgets and submit to Executive Director. • Monitor project activities and coordinate all team members to keep workflow on track and responsible for monthly/quarterly/half-yearly project progress. • Facilitate the timely flow of communication, resources, and inputs from the field to Head office for smooth implementation of project activities. • Coordinate project visits for the Executive Director and assist with donors to firsthand experience the progress and the success of the implemented programs. • Consolidate Project Progress Reports and submit to the Executive Director. • Prepare and present data-driven and pictorial reports to the Executive Director on a monthly, quarterly, bi-annual and yearly basis.

• Troubleshoot daily project system issues to meet uptime goals. • Understand hourly production output targets and if there is any danger of not meeting them, execute a plan for correction or elevation of the situation. • Follow maintenance schedules and perform routine maintenance (PMs, start-up tests, etc.) on equipment and determine when and what kind of maintenance is needed before elevating the problems to Operations & Maintenance Manager. • Identify potential problems and suggest changes or corrective actions. • Work with other members of the maintenance team, sub-contractors and other groups to continuously improve system performance, drive product quality and maintenance cost improvement. • Communicate cross-functionally across all necessary parts of the organization to achieve resolution to plant issues. • Ensure CMMS work orders are complete in their entirety and audit events and warranty claims within the CMMS system. • Diagnose and troubleshoot various project systems issues such as inverters, switchgear, transformers, breakers, communications equipment, tracker etc. • Provide machine operation, maintenance and troubleshooting training to operators and others as needed. • Develop standard operating documents for maintenance and operations. • Assist with project commissioning and testing providing knowledge expertise. • Coordinate on-site project planning, installations, commissioning, quality inspections, and performance testing. • Attend and participate in all assigned trainings in safety, environmental, and other areas as assigned. • Adhere to all health and safety rules and company policies. • Conduct other duties as required.