Advisor Transitions Lead - Fast, Precise Onboarding

savvy; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equity package

Unlimited PTO

Health plans

401(k) with HSA

Job summary

Savvy Wealth is seeking an operations-focused specialist to own advisor transitions onto Savvy’s platform. You will drive end-to-end book transfers with speed, precision, and a high level of service, coordinating across custodians and internal teams.

The role requires strong data hygiene, proactive communication, and the ability to adapt in a fast-growing environment. You will report to the Client Service Onboarding Manager and work from our NYC office, with exposure to Operations, Advisory,

Qualifications

• 3 to 5+ years owning advisor account transitions/onboarding at a wealth management firm, RIA, custodian, or broker-dealer.
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce.
• Exceptional resourcefulness and a quick learning curve; able to adopt custodial platforms independently.
• Proactive experience with post-start NIGO remediation and transfer follow-through.

Responsibilities

• Own end-to-end transition of assigned advisors’ books across custodians from paperwork generation to transfer completion.
• Prepare, validate, and submit account paperwork with a low NIGO rate and catch data issues early.
• Run data preparation and validation to ensure accuracy across transitions.
• Act as the day-to-day point of contact for transitioning advisors, communicating proactively.
• Coordinate across custodians, vendors, and internal teams to unblock transitions.
• Balance multiple transitions while maintaining clear communication and adaptability.

Skills

Resourcefulness

Attention to detail

Fast learner

Excellent communication

Education

No degree specified

Tools

DocuSign

Orion

Salesforce

Job description

Savvy Wealth is seeking an operations-focused specialist to own advisor transitions onto Savvy’s platform. You will drive end-to-end book transfers with speed, precision, and a high level of service, coordinating across custodians and internal teams.

The role requires strong data hygiene, proactive communication, and the ability to adapt in a fast-growing environment. You will report to the Client Service Onboarding Manager and work from our NYC office, with exposure to Operations, Advisory,