Advisor Transitions Lead — Client Onboarding & Ops

Savvy Wealth, Inc.; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary and equity package

Unlimited PTO + paid company holidays

Holistic medical, dental, and vision

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

Mental health care access (Spring健康)

Vision benefits and health concierge

Counseling for stress management and E

Job summary

Savvy Wealth, Inc. is seeking a detail-obsessed operations specialist to join our advisor transitions team.

You will own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform, delivering a fast, precise, white-glove transition from signed to live. You’ll coordinate across custodians and internal teams, manage data hygiene, and communicate proactively with advisors to keep transitions on schedule.

Qualifications

• 3 to 5+ years in a client operations, onboarding, or account transitions role in wealth management.
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
• Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.
• Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
• Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound.
• Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure.
• A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
• Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
• Comfort working in a high-growth, constantly changing environment.

Responsibilities

• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
• Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays.
• Run data preparation and validation to ensure accuracy
• Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule.
• Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.
• Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment.
• Monitor and report on transition progress and flag risk situations early.
• Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.

Skills

Resourceful

Detail-oriented

Tech-savvy

Strong communication

Ownership mindset

Team player

Adaptable

Fast learner

Tools

Excel/Google Sheets

Job description

Savvy Wealth, Inc. is seeking a detail-obsessed operations specialist to join our advisor transitions team.

You will own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform, delivering a fast, precise, white-glove transition from signed to live. You’ll coordinate across custodians and internal teams, manage data hygiene, and communicate proactively with advisors to keep transitions on schedule.