Advisor Onboarding Manager

On-site

Responsibilities

- 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.
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.
- Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy.

Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
Qualifications Must 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.
experience in the Wealth Management industry - Prior work
experience at a high-growth start up - Prior
experience in the financial services industry Additional Information: Savvy Wealth is an equal opportunity employer.

We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
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)

ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
Come help us scale! 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.
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.