Senior Client Transition Lead — AI-Driven Wealth Ops

Savvy; United States; À distance; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Competitive salary and equity package

Relocation package to NYC

Unlimited PTO

Health, dental, vision

401(k) + Mega backdoor Roth

Résumé du poste

Savvy Wealth, NYC-based wealth management innovator, seeks a Senior Client Transition Specialist to own end-to-end advisor book transitions across custodians. You will coordinate with Onboarding, plan transitions, and drive escalations with custodians and vendors, ensuring smooth handoffs and scalable processes.

You will report to the Client Service Onboarding Manager and help scale our transition operations with AI-enabled workflows, while maintaining high standards of accuracy and

Qualifications

• 5 to 8+ years in client operations, advisor transitions, onboarding, or account management in wealth management, with at least one full advisor book transition owned end-to-end.
• Hands-on experience with Schwab and/or Fidelity custodial platforms and a deep grasp of account transfer, repaper, LPOA, and ACAT paperwork and NIGO resolution.
• A track record of operating across many concurrent, deadline-driven workstreams and seeing risk before it surfaces.
• Demonstrated judgment: you've made consequential calls with incomplete information and can explain how you decided.

Responsabilités

• Own the end-to-end transition of Savvy's most complex advisor books across custodians (Schwab, Fidelity), from transition planning and paperwork generation through completed account transfers and handoff to steady state.
• Act as an extension of the Onboarding Manager: own assignment of new onboardings to specialists based on complexity and capacity, maintain visibility across all in-flight onboardings, run weekly portfolio review, and rebalance work as risks and volume shift.
• Solve complex issues and escalations (NIGO, custodian, vendor, data, advisor) together with the Onboarding Manager: own the first response, resolve or route quickly, and keep the advisor informed throughout.
• QA paperwork, transition spreadsheets, and trackers on high-risk books before submission; run root-cause reviews on NIGOs and turn findings into fixes.
• Lead pre-go-live transition planning with Sales and the advisor's team: data readiness, sequencing, standing instructions, and go-live risks.
• Own and maintain the transition playbook; identify, build, and document process and automation improvements (including AI workflows) in partnership with Product and Operations.

Connaissances

Client transitions

Wealth management

Attention to detail

Communication

Outils

Schwab

Fidelity

ACAT paperwork

Bulky onboarding tooling

Description du poste

Savvy Wealth, NYC-based wealth management innovator, seeks a Senior Client Transition Specialist to own end-to-end advisor book transitions across custodians. You will coordinate with Onboarding, plan transitions, and drive escalations with custodians and vendors, ensuring smooth handoffs and scalable processes.

You will report to the Client Service Onboarding Manager and help scale our transition operations with AI-enabled workflows, while maintaining high standards of accuracy and