The Role:We're looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. As an Advisor Success Manager, you'll 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. You'll be a key contributor in driving 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 including Product, Operations, Growth, and Marketing, 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
Must Have:- 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
Nice to Have:- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the 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) 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)
