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About the Role
Savvy is seeking a senior, customer-obsessed operator to lead large, complex advisor transitions and elevate the Advisor Onboarding team. This role involves owning the onboarding and implementation journey while ensuring a rapid speed to revenue, with significant exposure to various company departments.
Responsibilities
- Lead enterprise onboarding, managing the transition lifecycle for enterprise and high-AUM advisor groups from signing through post-join asset transition.
- Serve as the senior point of contact for advisor principals and operations leads during transitions.
- Coordinate with Compliance, Legal, IT, Client Service, and Product teams to keep complex transitions on track and escalate blockers.
- Deliver initial training and resources to empower advisors to quickly leverage Savvy’s software, tools, and financial products.
- Drive revenue by onboarding advisors quickly and acting as a day-to-day contact during the transition process.
- Balance multiple onboarding and activation processes while maintaining clear stakeholder communication 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.
- Build playbooks and templates for enterprise transitions, track transition speed, and serve as a resource for other Onboarding Managers.
- Share lessons learned from enterprise transitions to improve team efficiency.
- Identify process bottlenecks at scale and collaborate with Product and Operations to implement solutions.
Requirements
- 5+ years in project management or onboarding within technology, fintech, or wealth management.
- Proven track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.
- 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.
- Collaborative, low-ego, 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.
Skills
- Project Management
- Onboarding
- Technology
- Fintech
- Wealth Management
- Stakeholder Management
- Customer Facing
- Communication
- Relationship Building
- Training
- Presentation
- Problem Solving
- Process Building
- Adaptability
- Learning Agility
Location
- NYC office
Work Type
- Onsite
Experience Level
- Senior
Benefits
- Competitive salary and equity package
- Generous relocation package
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k) with Mega backdoor Roth options
- Commuter plans
- HSA/FSA plans
- Lunch and snacks provided
- Dinner provided if staying late
- Access to virtual mental health care (Spring Health)
- Access to 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 wealth management with a modern, AI-native approach for independent financial advisors.
- They partner with experienced advisors, providing a proprietary tech platform, client portal, in-house marketing, investment management, and client services.
- Their AI-native platform, Savvy Intelligence, offers a complete financial picture for clients.
- Savvy is a Series C company with 170+ employees, $200M raised, and aims for $100M ARR this year.
- Recognized as the No. 1 fastest-growing financial services company in America by Inc. in 2026.
- Certified Great Place to Work, honored for culture and growth, including Newsweek's America's Greatest Startup Workplaces (2026) and Fortune Best Workplaces in New York™ (2026).
Equal Opportunity
- Savvy Wealth is an equal opportunity employer committed to fostering an inclusive work environment that values diversity and individual contributions.