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About the Role
Savvy Wealth is seeking a Sr Deployment Strategist to lead complex advisor transitions and develop onboarding processes to support company growth. This role involves owning the entire onboarding lifecycle, from planning to implementation, ensuring a smooth transition for advisors and enabling their quick setup. It requires close collaboration with Operations, Growth, Product, and Marketing teams to execute transitions and enhance onboarding at scale.
Responsibilities
- Lead enterprise onboarding, managing the transition lifecycle for large advisor groups from signing through asset transition.
- Serve as the senior point of contact for advisor principals and operations leads during enterprise transitions.
- Coordinate with Compliance, Legal, IT, Client Service, and Product teams to keep complex transitions on track.
- Escalate blockers early to maximize impact within the first 90 days.
- Deliver initial training and resources to enable advisors to quickly leverage Savvy’s software, tools, and financial products.
- Drive revenue results 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 on complex transitions.
- Share lessons from enterprise transitions to improve team efficiency.
- Identify process breakdowns at scale and collaborate with Product and Operations to implement fixes.
Requirements
- 5+ years of experience in consulting, implementation, project management, onboarding, or a related client-facing role.
- Proven track record of leading complex projects with multiple stakeholders, competing priorities, and significant business impact.
- Strong client relationship skills, including building trust, clear communication, and guiding clients through unfamiliar processes.
- Ability to translate complex information into clear guidance, presentations, and training for diverse audiences.
- Collaborative, low-ego approach with strong ownership.
- Comfortable setting plans, managing details, and following through.
- Strong organization and prioritization skills, with the ability to manage multiple workstreams, anticipate roadblocks, and keep stakeholders aligned on deadlines.
- Drive to solve complex problems and develop repeatable, scalable processes from learnings.
- Comfort working in a fast-growing business with evolving priorities and a role in playbook creation.
- Ability to quickly learn new technologies, workflows, and industries.
Skills
- Consulting
- Implementation
- Project Management
- Onboarding
- Client-facing roles
- Client relationship management
- Communication
- Training delivery
- Process improvement
- Problem-solving
- Organization
- Prioritization
- Adaptability
- Technology adoption
- Wealth management (helpful)
- Fintech (helpful)
- Financial services (helpful)
- Advisor transition frameworks (helpful)
- Compliance
- Registration processes
Location
- NYC office
Work Type
- Full-time
Experience Level
- Senior
Benefits
- Competitive salary and equity package
- Generous relocation package for NYC office
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k) with Mega backdoor Roth options
- Commuter benefits
- HSA/FSA plans
- Lunch and snacks provided in the office
- Dinner provided if working 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 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 to grow their businesses.
- Advisors receive a comprehensive business solution including a proprietary tech platform, client portal, marketing support, investment management, and client services.
- Savvy advisors service more households and save significant time weekly.
- AI is integral to Savvy's operations, with AI-native products and internal use of AI tools like Claude.
- Savvy is a Series C company with over 170 employees, $200M raised, and aiming for $100M ARR.
- Recognized as the No. 1 fastest-growing financial services company in America by Inc. in 2026.
- Certified Great Place to Work, recognized for culture and growth by Newsweek and Fortune.
Equal Opportunity
- Savvy Wealth is an equal opportunity employer committed to fostering an inclusive work environment that values diversity and individual contributions.