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About the Role

Savvy is seeking a detail-oriented operator to manage the process of moving newly signed advisors' client books onto Savvy's platform, ensuring a smooth and precise transition. This role is crucial for Savvy's growth and directly impacts the initial experience of new advisors.

Responsibilities

• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
• Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays.
• Run data preparation and validation to ensure accuracy.
• Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule.
• Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.
• Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment.
• Monitor and report on transition progress and flag risk situations early.
• Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.

Requirements

• 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management.
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
• Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.
• Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
• Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound.
• Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure.
• A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
• Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
• Comfort working in a high-growth, constantly changing environment.
• Direct experience with Schwab and/or Fidelity custodial platforms.
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce.
• Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files).
• Prior work experience at a high-growth startup or a custodian, RIA, and broker-dealer.
• Experience using AI tools to accelerate data or document work (validation, drafting, summarization).

Skills

• AI tools
• Excel/Google Sheets
• Data validation
• Account transfers
• Onboarding
• Client operations
• Relationship-building
• Communication

Location

• NYC office

Work Type

• Full-time

Experience Level

• 3 to 5+ years

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
• 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)
• Lunch and snacks provided in the office

About the Company

• Savvy Wealth is reinventing wealth management with a modern, AI-native platform for independent financial advisors.
• Savvy provides a business-in-a-box solution including a proprietary tech platform, client portal, marketing team, investment management, and client services.
• The company utilizes AI extensively, with its own AI platform, Savvy Intelligence, and encourages employee use of tools like Claude.
• Savvy is a Series B company with approximately 150 employees, experiencing over 500% year-over-year growth, backed by $105M in funding.
• Savvy Wealth is a Certified Great Place to Work, recognized for its culture and growth by Newsweek and Fortune.

Equal Opportunity

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