Advisor Experience Leader — Scale Adoption & Growth

Savvy-Wealth; New York (NY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and equity package

Unlimited PTO + paid company holidays

Medical, dental, and vision plans

401(k), Commuter, and HSA/FSA plans

NYC office in the heart of Manhattan

Lunch and snacks provided in the офис

Access to virtual mental health care (

Guardian WorkLifeMatters EAP

Job summary

Savvy Wealth is hiring an Advisor Experience Manager in New York City to partner with financial advisors and cross-functional teams. You’ll drive advisor adoption, retention, and satisfaction while shaping how Savvy scales its advisor-facing experience.

You’ll collaborate across Product, Operations, Growth, and Marketing to implement training, enablement, and improvements that empower advisors to use Savvy’s platform effectively.

Qualifications

• Experience in customer/advisor experience, account management, or sales enablement.
• Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
• Experience onboarding, training, or enabling customers to adopt software or services
• A customer-first mindset with strong ownership and follow-through
• Proficiency using AI tools to scale advisor engagement
• Ability to prioritize, multitask, and operate effectively in a fast-growing environment
• Comfort learning and adopting new tools and technologies 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; serve as the 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

Customer experience

Advisor experience

Account management

Client engagement

Sales enablement

Relationship building

Onboarding

Training

AI tools

Prioritization

Fast-paced environment

Job description

Savvy Wealth is hiring an Advisor Experience Manager in New York City to partner with financial advisors and cross-functional teams. You’ll drive advisor adoption, retention, and satisfaction while shaping how Savvy scales its advisor-facing experience.

You’ll collaborate across Product, Operations, Growth, and Marketing to implement training, enablement, and improvements that empower advisors to use Savvy’s platform effectively.