Senior Deployment Strategist — Scale Onboarding

Savvy; New York (NY); In loco; USD 150.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

Relocation assistance to NYC

Unlimited PTO

Health, dental, and vision plans

401(k) with employer match

Office in Union Square NYC

Lunch and snacks in office

Descrizione del lavoro

Savvy Wealth is reshaping wealth management with an AI-native platform and a robust client services backbone. We are looking for a Sr Deployment Strategist to own onboarding from planning to implementation, partnering with Operations, Growth, Product, and Marketing to scale transitions for advisors taking Savvy to the next level.

You will lead cross-functional programs, train stakeholders, and drive rapid onboarding that accelerates time-to-revenue while delivering consistent, high-quality

Competenze

• 5+ years of experience in consulting, implementation, project management, onboarding, or a related client-facing role.
• A track record of leading complex projects with multiple stakeholders and meaningful business impact.
• Strong client relationship skills with clear communication.
• The ability to turn complex information into clear guidance, presentations, and training.
• A collaborative, low-ego approach and strong ownership.
• Strong organization and prioritization skills across multiple workstreams.
• Drive to convert learnings into repeatable, scalable processes.
• Comfort in a fast-growing business with evolving priorities.
• Prior experience in technology, fintech, or wealth management is helpful but not required.

Mansioni

• Lead enterprise onboarding: manage transition lifecycle for enterprise and high-AUM advisor groups.
• Coordinate across teams: keep transitions on track with Compliance, Legal, IT, Client Service, and Product.
• Enable Early Adoption: deliver initial training and resources for Savvy software and products.
• Deliver Speed to Revenue: onboard advisors quickly and serve as day-to-day transition contact.
• Balance multiple onboarding processes while maintaining clear stakeholder communications.
• Monitor transition progress and potential risk; coordinate with Client Servicing for smooth transitions.
• Raise the bar: build playbooks and templates for enterprise transitions.
• Share lessons to improve onboarding speed and scale.

Conoscenze

Project management

Stakeholder management

Onboarding

Client relations

Training & enablement

Cross-functional collaboration

Problem solving

Adaptability

Process improvement

Descrizione del lavoro

Savvy Wealth is reshaping wealth management with an AI-native platform and a robust client services backbone. We are looking for a Sr Deployment Strategist to own onboarding from planning to implementation, partnering with Operations, Growth, Product, and Marketing to scale transitions for advisors taking Savvy to the next level.

You will lead cross-functional programs, train stakeholders, and drive rapid onboarding that accelerates time-to-revenue while delivering consistent, high-quality