5+ years in consulting, implementation, project management, or onboarding roles.
Proven track record of managing complex projects with multiple stakeholders.
Strong client relationship skills with clear communication abilities.
Ability to simplify complex information for diverse audiences.
Collaborative mindset with a focus on ownership and detail-oriented execution.
Excellent organizational skills to manage multiple workstreams effectively.
Problem-solving drive to create scalable processes.
Responsibilities
Lead enterprise onboarding for high-AUM advisor groups from signing to post-join transitions.
Coordinate with Compliance, Legal, IT, and other teams to ensure smooth transitions.
Deliver training and resources for advisors to utilize Savvy's tools effectively.
Drive rapid onboarding to enhance revenue generation for the company.
Maintain clear communication with stakeholders while adapting to changing priorities.
Monitor transition progress and collaborate with Client Servicing for smooth account transitions.
Develop playbooks and templates to streamline onboarding processes.
Benefits
Competitive salary and equity package.
Generous relocation assistance for new hires.
Unlimited PTO plus paid company holidays.
Comprehensive medical, dental, and vision plans.
401(k) options including Mega backdoor Roth.
Convenient NYC office location in Union Square.
Complimentary lunch and snacks in the office, with dinner for late stays.
Access to virtual mental health care and health concierge services.
Counseling services for various personal and professional issues.
Full Job Description
The Role:
We're looking for a Sr Deployment Strategist to lead our largest, most complex advisor transitions and help build the onboarding processes that support our next stage of growth. You'll own onboarding from planning through implementation, making the move to Savvy smooth for advisors and getting them up and running quickly. This is a highly cross-functional role, partnering closely with Operations, Growth, Product, and Marketing to execute transitions and improve how we onboard at scale.
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.
Responsibilities:
Enterprise Deployment
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 of experience in consulting, implementation, project management, onboarding, or a related client-facing role. We welcome consultants looking to move into an operating role and own outcomes from planning through execution.
A track record of leading complex projects with multiple stakeholders, competing priorities, and meaningful business impact. This could include client implementations, business transformations, or enterprise transitions.
Strong client relationship skills. You build trust, communicate clearly, and help people navigate unfamiliar processes and important decisions.
The ability to turn complex information into clear guidance, presentations, and training tailored to different audiences.
A collaborative, low-ego approach and strong ownership. You're comfortable setting the plan, getting into the details, and following through.
Strong organization and prioritization skills. You can manage several workstreams, anticipate roadblocks, and keep people aligned on deadlines and next steps.
A drive to solve complex problems and turn what you learn into repeatable, scalable processes.
Comfort working in a fast-growing business where priorities evolve and you'll help create the playbook.
The ability to learn new technologies, workflows, and industries quickly. Prior experience in technology, fintech, or wealth management is helpful, but not required.
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)
