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About the Role

Savvy is seeking a customer-focused operator to join our early-stage team. This role will collaborate closely with financial advisors to ensure a best-in-class onboarding and implementation experience, driving a fast speed to revenue. The position offers significant exposure to various company departments including Advisory, Operations, Growth, Product, and Marketing.

Responsibilities

• Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy.
• Collaborate with the Growth team to ensure a smooth handoff and optimize advisor onboarding with key milestones for the first 90 days.
• Deliver initial training and resources to empower advisors to quickly leverage Savvy’s software, tools, and financial products.
• Drive revenue results by onboarding advisors quickly and serving as a day-to-day contact during the transition process.
• Balance multiple onboarding and activation processes while maintaining clear communication with stakeholders and adapting to a rapidly evolving environment.
• Monitor and report on transition progress and potential risks.
• Coordinate with the Client Servicing Team for smooth client account transitions.
• Solve complex problems and build scalable processes.
• Enhance existing processes to improve capabilities.

Requirements

• 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management.
• Demonstrated success in a customer-facing role with excellent communication and relationship-building abilities.
• Empathy, understanding, and confidence to effectively engage with advisors.
• Training and presentation skills, with the ability to adapt and personalize training styles.
• A collaborative, low ego, and self-starter attitude with an ownership mentality and customer-centric mindset.
• Ability to plan and prioritize workload, multitask, and meet deadlines with quality output.
• Passion for solving complex problems and building scalable processes.
• Comfort working in a high growth, constantly changing environment.
• Adept at quickly learning and adopting new technologies.
• Prior work experience in the Wealth Management industry (nice to have).
• Prior work experience at a high-growth startup (nice to have).
• Prior experience in the financial services industry (nice to have).

Skills

• Communication
• Relationship-building
• Training
• Presentation
• Problem-solving
• Process building
• Adaptability
• Technology adoption

Location

• NYC office

Work Type

• Full-time

Experience Level

• 3 to 5+ years

Salary/Compensations

• Competitive salary and equity package

Benefits

• Unlimited PTO + paid company holidays
• Holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• Lunch and snacks provided in the office
• Access to virtual mental health care (Spring Health)
• Vision related benefits (XP Health)
• Health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the Company

• Savvy Wealth is reinventing the wealth management industry, a $545 billion sector still reliant on manual processes.
• The company partners with experienced financial advisors, offering them a modern, AI-native platform and a comprehensive business-in-a-box solution.
• Advisors benefit from a proprietary tech platform, client portal, in-house marketing, investment management, and client services.
• Savvy utilizes AI extensively, including its proprietary AI platform, Savvy Intelligence, and encourages employee experimentation with tools like Claude.
• The company is a Series B organization with approximately 150 employees, experiencing over 500% year-over-year growth, and is backed by $105M in funding.
• Savvy Wealth is recognized as a Certified Great Place to Work, with accolades including Newsweek's America's Greatest Startup Workplaces and Fortune Best Workplaces in New York™.

Equal Opportunity

• Savvy Wealth is an equal opportunity employer.
• We are committed to fostering an inclusive work environment that values diversity and individual contributions.