5+ years in project management or onboarding in technology, fintech, or wealth management.
Experience leading multi-stakeholder transitions, particularly for enterprise or multi-advisor groups.
Strong customer-facing skills with excellent communication and relationship-building abilities.
Proficient in training and presentation, adapting styles to meet diverse advisor needs.
Collaborative, low-ego self-starter with a customer-centric mindset.
Ability to multitask and prioritize workload effectively in a fast-paced environment.
Passionate about solving complex problems and building scalable processes.
Responsibilities
Lead enterprise onboarding, managing the transition lifecycle for high-AUM advisor groups.
Coordinate with Compliance, Legal, IT, Client Service, and Product teams to keep transitions on track.
Deliver initial training and resources to empower advisors in using Savvy's tools and products.
Drive quick onboarding to enhance revenue results, acting as the primary contact for advisors.
Balance multiple onboarding processes while maintaining clear communication with stakeholders.
Monitor transition progress and coordinate with the Client Servicing Team for smooth account transitions.
Develop playbooks and templates to improve team efficiency and share lessons learned from transitions.
Benefits
Competitive salary and equity package.
Generous relocation package for top talent moving to NYC.
Unlimited PTO plus paid company holidays.
Holistic medical, dental, and vision plans available.
401(k) options including Mega backdoor Roth, Commuter, and HSA/FSA plans.
Office located in Union Square, NYC.
Lunch and snacks provided in the office, with dinner for late stays.
Access to virtual mental health care and health concierge services.
Counseling available for stress management, dependent care, nutrition, fitness, legal, and financial issues.
Full Job Description
The Role:
Savvy is looking for a senior, customer-obsessed operator to lead our largest, most complex advisor transitions and help the rest of the Advisor Onboarding team raise their game. You'll own 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'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 Advisor Onboarding Manager.
Responsibilities:
Enterprise Onboardings
Lead enterprise onboarding: Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, as the senior point of contact for advisor principals, and operations leads.
Coordinate across teams: Keep complex transitions on track with Compliance, Legal, IT, Client Service, and Product, and escalate blockers early to 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.
Raising the Bar
Raise the bar for the team: Build playbooks and templates the enterprise transition playbook and templates, track transition speed, and be the go-to resource for other Onboarding Managers on complex transitions.
Share lessons from enterprise transitions so the whole team gets faster.
Spot where our process breaks at scale and work with Product and Operations to fix it.
Must have:
5+ years in a project management or onboarding in technology, fintech, or wealth management.
A track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.
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
Familiarity with advisor transition frameworks and the compliance and registration steps that come with them.
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)
