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About the Role

Partner closely with financial advisors and cross-functional teams to ensure advisors have the support, training, and tools they need to succeed on Savvy’s platform. Drive advisor satisfaction, product adoption, and long-term retention and expansion, while shaping how Savvy scales its advisor-facing experience. This role offers significant exposure to cross-functional teams and provides an opportunity to influence strategic priorities based on advisor insights.

Responsibilities

Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion
Identify churn risk and proactively develop plans to mitigate it
Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
Design and deliver ongoing training, programming, and enablement to help advisors become power users
Balance multiple initiatives while adapting quickly as priorities evolve
Continuously improve processes and workflows to support scale without sacrificing quality

Requirements

3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
Experience onboarding, training, or enabling customers to adopt software or services
A customer-first mindset with strong ownership and follow-through
Proficiency using AI tools to scale advisor engagement and synthesize feedback
Ability to prioritize, multitask, and operate effectively in a fast-growing environment
Comfort learning and adopting new tools and technologies quickly
Prior work experience in the Wealth Management industry
Prior work experience at a high-growth start up
Prior experience in the services industry

Skills

AI tools
Customer success
Advisor success
Account management
Client engagement
Sales enablement
Relationship-building
Communication
Onboarding
Training
Software adoption
Service adoption
Ownership
Follow-through
Prioritization
Multitasking
Adaptability
Process improvement
Workflow improvement

Location

NYC office

Work Type

Full-time

Experience Level

3-5+ years

Salary/Compensations

Competitive salary and equity package

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) 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)

About the Company

Wealth management is a $545 billion industry that still runs on manual work.
75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel.
Savvy 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.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves.
Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage.
In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support.
Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do.
On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture.
Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial).
Come help us scale!
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™