Senior Onboarding & Transitions Lead — Enterprise

Savvy Wealth; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Relocation package

Unlimited PTO

Health benefits

Office in Union Square, NYC

Lunch and snacks in office

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Project management

Onboarding

Client communication

Job description

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