Senior Advisor Onboarding Manager

Savvy Wealth; New York (NY); Presencial; USD 120 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Relocation package

Unlimited PTO

Health benefits

Office in Union Square, NYC

Lunch and snacks in office

Resumo da oferta

Savvy Wealth is hiring a senior, customer-obsessed operator to lead our largest, most complex advisor transitions and elevate the Advisor Onboarding team. You will own a best-in-class onboarding journey, maintaining fast speed to revenue, with exposure to Advisory, Operations, Growth, Product, and Marketing.

You will guide cross-functional teams, train advisors, and drive high-impact onboarding programs. This role requires exceptional communication, problem-solving, and a bias for action in a

Qualificações

• 5+ years in a project management or onboarding in technology, fintech, or wealth management.
• Track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.
• Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities.
• Training and presentation skills. Enabling advisors to become power users.
• Collaborative, low ego, and self-starter attitude with ownership mindset and customer-centric approach.
• Ability to plan and prioritize workload; multitask and meet deadlines with quality output.
• Passion for solving complex problems and building scalable processes.
• Comfort working in a high-growth, constantly changing environment.
• Adept at quickly learning and adopting new technologies.

Responsabilidades

• Lead enterprise onboarding: transition lifecycle for enterprise and high-AUM advisor groups, as the senior point of contact for advisor principals and operations leads.
• Coordinate across teams: keep complex transitions on track with Compliance, Legal, IT, Client Service, and Product, elevating blockers early.
• Enable Early Adoption: deliver initial training and resources for advisors to leverage Savvy’s software, tools, and financial products.
• Deliver Speed to Revenue: onboard advisors quickly and act as day-to-day contact during the transition process.
• Balance several onboarding and activation processes while maintaining clear communications with stakeholders in a rapidly evolving environment.
• Monitor and report on transition progress and risk, coordinating with Client Servicing for smooth client accounts transitions.

Conhecimentos

Project management

Onboarding

Client communication

Descrição da oferta de emprego

About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)




• Fortune Best Workplaces in New York™ (2026)




• Great Place to Work Certified™

The Role:

Savvy is looking for a senior, customer-obsessed operator to lead our largest, most complex advisor transitions and help the rest of the Advisor Onboarding team raise their game. You’ll own a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts.

Who you are:

• You’re never tired of learning. You’re able to self-teach new platforms and ways of working.




• You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow.




• You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month.




• You have a humble and "can do" attitude. Our teams create high-quality work on quick timelines.




• You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.

The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Advisor Onboarding Manager.

Responsibilities:

Enterprise Onboardings

• Lead enterprise onboarding: Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, as the senior point of contact for advisor principals, and operations leads.




• Coordinate across teams: Keep complex transitions on track with Compliance, Legal, IT, Client Service, and Product, and elevate blockers early to maximize impact in the first 90 days.




• Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.




• Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.




• Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.




• Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.

Raising the Bar

• Raise the bar for the team: Build playbooks and templates the enterprise transition playbook and templates, track transition speed, and be the go‑to resource for other Onboarding Managers on complex transitions.




• Share lessons from enterprise transitions so the whole team gets faster.




• Spot where our process breaks at scale and work with Product and Operations to fix it.

Must have:

• 5+ years in a project management or onboarding in technology, fintech, or wealth management.




• A track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.




• Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors.




• Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs.




• A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer‑centric mindset.




• Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output.




• Passion for solving complex problems and building scalable processes.




• Comfort working in a high growth, constantly changing environment.




• Adept at quickly learning and adopting new technologies.

Nice to have:

• Prior work experience in the Wealth Management industry




• Prior work experience at a high-growth start up




• Prior experience in the financial services industry




• Familiarity with advisor transition frameworks and the compliance and registration steps that come with them.

Additional Information:

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits:

• Competitive salary and equity package




• We offer a generous relocation package to help top talent make the move to our NYC office




• Unlimited PTO + paid company holidays




• Access to holistic medical, dental, and vision plans




• Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans




• NYC office in Union Square




• Lunch and snacks provided in the office, & dinner if you stay late




• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care




• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)