The Role:Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy's financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy's Advisory, Operations, Growth, Product, and Marketing efforts.
Who you are:- You've got positive energy. You're optimistic about the future and determined to get there.
- You're never tired of learning. You're able to self-teach new platforms and ways of working.
- You appreciate direct communication. You're both an active communicator and an eager listener. You're motivated by feedback and see every setback as an opportunity to grow.
- You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month.
- You have a humble and "can do" attitude. Our teams create high-quality work on quick timelines.
- You want to be part of a winning team. We're stronger together, and you're a person who embraces being pushed out of your comfort zone.
The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success.
Responsibilities:- Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy.
- Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days.
- Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy's software, tools, and financial products.
- Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
- Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
- Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.
- Passion to do whatever it takes to solve complex problems and build scalable processes.
- Contribute to improving our capabilities by enhancing existing processes.
QualificationsMust have:- 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. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors.
- Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors' needs.
- A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset.
- Ability to plan and prioritize workload; ability to 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.
Nice to have:- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the financial services industry
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), 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)
