Advisor Experience Lead — Scale Wealth Tech

Savvy Wealth; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Equity package

Unlimited PTO

Medical, dental, vision

401(k) plan

NYC office in Manhattan

Snacks in office

Mental health resources

Wellness programs

Job summary

Savvy Wealth in New York, NY is hiring an Advisor Experience Manager to strengthen relationships with financial advisors and optimize onboarding, training, and ongoing engagement on Savvy’s AI-enabled platform.

You will collaborate with product, operations, growth, and marketing to drive advisor satisfaction, product adoption, and long-term retention while helping Savvy scale its advisor-facing experience.

Qualifications

• 3–5+ years in customer experience, advisor experience, account management, client engagement, or sales enablement.
• Strong relationship-building and communication skills with senior advisors.
• Experience onboarding or enabling customers to adopt software or services.
• Customer-first mindset with ownership and follow-through.
• Proficiency using AI tools to scale advisor engagement and synthesize feedback.
• Ability to multitask and perform in a fast-growing environment.
• Comfort learning and adopting new tools quickly.

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 Experience 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; 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.

Skills

Relationship building

Communication skills

Onboarding experience

Customer-first mindset

AI tools proficiency

Prioritization

Adaptability

Job description

Savvy Wealth in New York, NY is hiring an Advisor Experience Manager to strengthen relationships with financial advisors and optimize onboarding, training, and ongoing engagement on Savvy’s AI-enabled platform.

You will collaborate with product, operations, growth, and marketing to drive advisor satisfaction, product adoption, and long-term retention while helping Savvy scale its advisor-facing experience.