Senior Client Transitions Lead – Wealth Management

Savvy; Oregon; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Relocation package to NYC office

Unlimited PTO + holidays

Comprehensive health plans

401(k) with options

Office in Union Square

Catering and snacks

Mental health care and work-life tools

Job summary

Savvy Wealth is scaling fast and seeks a Senior Client Transition Specialist to own the most complex advisor book transitions from plan to transfer completion. You will coordinate onboarding across custodians, manage workloads, and support the Onboarding Manager with people leadership.

Demonstrated judgment, data hygiene, and daily AI usage are expected, with a proactive, ownership-driven attitude in a high-growth fintech environment.

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.
• Ability to manage multiple concurrent, deadline-driven workstreams and anticipate risk.

Responsibilities

• Own end-to-end transition of Savvy's most complex advisor books across custodians (Schwab, Fidelity) from planning to completed transfers.
• Assign and balance work across Transition Specialists; support onboarding manager with people management.
• Resolve escalations with Onboarding Manager; lead root-cause analyses and drive fixes.
• QA paperwork, transition spreadsheets, and trackers on high-risk books; document improvements.

Skills

Advisor transitions

Onboarding coordination

Project management

Problem solving

Decision making under pressure

Communication with custodians/advisors

AI tool usage

Education

Experience in wealth management operations

Tools

Schwab

Fidelity

Orion

Salesforce

DocuSign

ACAT paperwork

Job description

Savvy Wealth is scaling fast and seeks a Senior Client Transition Specialist to own the most complex advisor book transitions from plan to transfer completion. You will coordinate onboarding across custodians, manage workloads, and support the Onboarding Manager with people leadership.

Demonstrated judgment, data hygiene, and daily AI usage are expected, with a proactive, ownership-driven attitude in a high-growth fintech environment.