Advisor Transitions Specialist — White-Glove Onboarding

Savvy Wealth; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and equity package

Unlimited PTO + paid company holidays

Health, dental, vision plans

401(k) and commuter benefits

Office in Manhattan (NYC)

Job summary

Savvy Wealth is seeking a detail-obsessed operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform. You’ll drive transitions from signed to live with speed, precision, and a white-glove touch.

You’ll work across Operations, Advisory, Product, and Client Servicing, with 3–5+ years in advisor onboarding, and a proven track record of accurate data handling and timely communication under pressure.

Qualifications

• 3–5+ years owning advisor transitions 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 to pick up custodial platforms fast.
• Proactive experience with post-start NIGO remediation and account transfer follow-through.
• Exceptional organization and attention to detail across multiple parallel, deadline-driven workstreams.

Responsibilities

• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed transfers.
• Prepare, validate, and submit account paperwork with a low NIGO rate, catching data issues early.
• 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 transitions on schedule.
• Coordinate across custodians, vendors, and internal teams to unblock transitions.
• Balance multiple concurrent transitions while maintaining clear communication with stakeholders.
• Monitor and report on transition progress and flag risk situations early.
• Contribute to improving the team’s capabilities by enhancing processes and building scalable workflows.

Skills

Resourceful

Detail-oriented

Fast learner

Strong communicator

Adaptable

Ownership mindset

Team player

Tech-savvy

Tools

ACAT transfers

LPOA/Repaper

DocuSign

Orion

Salesforce

Job description

Savvy Wealth is seeking a detail-obsessed operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform. You’ll drive transitions from signed to live with speed, precision, and a white-glove touch.

You’ll work across Operations, Advisory, Product, and Client Servicing, with 3–5+ years in advisor onboarding, and a proven track record of accurate data handling and timely communication under pressure.