The Role:Savvy is looking for a Director of Advisor Implementation to own and scale how wealth management practices move their businesses onto Savvy. When an advisor joins us, they're moving everything: their team, their clients, their systems, and the way they've run their practice for years. This leader makes that move fast, predictable, and something advisors feel great about.
Advisor Implementation owns the advisor's journey from signature until they've established their practice at Savvy. The Director leads the team that runs this end to end: managing every workstream of the move, keeping the advisor confident and bought in, and enabling them and their team to work the Savvy way. For enterprise teams, the work looks a lot like a consulting deployment: learn how the business ran before, then map it onto Savvy.
This role reports to the Head of Advisor Success and partners closely with Growth, Product, Operations, Compliance,Client Experience, and IT. It's ideal for a senior operator who has run implementation or deployment through hypergrowth, brings a consultative and commercial mindset, and has a strong executive presence with demanding customers.
Responsibilities:- Own and lead the Advisor Implementation function, including hiring, training, performance management, and org design for a rapidly scaling team.
- Build and run distinct implementation motions for enterprise teams and emerging advisors, with clear segmentation, staffing models, and playbooks for each.
- Build an enterprise deployment playbook: discovery of how each team runs today, mapping their workflows and roles onto Savvy, and a tailored plan to get them live.
- Own advisor enablement so advisors and their teams are confident in Savvy's tools and ways of working by the time they hand off to Client Experience.
- Act as program lead across every workstream of a transition, coordinating Client Transition Specialists, Operations, Compliance, and IT to hit one plan and one date.
- Own implementation KPIs and OKRs, including time to start date, time to assets transitioned, implementation CSAT, signed-not-started rate, and enablement completion.
- Build a capacity model tied to the Growth forecast so the team is staffed ahead of volume.
- Partner with Growth on late-stage enterprise deals: join recruiting meetings, scope deployment complexity before signing, and set expectations the team can deliver.
- Design and own the handoffs from Growth into implementation and from implementation into Client Experience.
- Own the team's AI and automation stack: build the workflows, agents, and tools that cut manual work from implementation.
- Serve as the senior escalation point for high-stakes implementations and fix the underlying process behind each one.
Must have:- 8 to 12+ years in implementation, onboarding deployment, consulting, or business operations, with 4+ years leading teams in a high-growth environment.
- Proven experience building and scaling an implementation or deployment program through rapid growth (2x+ volume), including managing managers.
- Experience moving customers' whole operations onto a new platform: learning how their business runs, redesigning their workflows, and driving adoption.
- Experience running both enterprise (high-touch, complex) and mid-market (repeatable, volume) motions.
- Strong program management across many parallel workstreams and teams you don't directly manage.
- Sales acumen: has partnered with Sales on late-stage deals and is comfortable presenting to and managing senior, demanding customers.
- Track record designing enablement and change management for experienced professionals.
- Tech-forward operator with a track record of using automation and AI to improve speed and quality.
- Excellent communication, executive presence, and cross-functional influence.
Nice to have:- Wealth management experience, especially advisor transitions (RIA, broker-dealer, wirehouse).
- Experience at a recruiting-driven platform (wealth, real estate brokerage, healthcare practice platforms, PE-backed rollups).
- Management consulting or implementation consulting background.
- Experience leading or partnering on AI-enabled implementation or service transformations.
Additional Information:Benefits:- Competitive salary and equity package
- We offer a generous relocation package to help top talent make the move to our NYC office
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- 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)
- Benefits are available to full-time employees
