Advisor Experience Manager

Savvy Wealth • New York, NY

1d • Onsite

About The Position

At Savvy, our mission is to reinvent wealth management by creating a modern, all-in-one technology platform that empowers advisors to provide the best experience for their clients. We are a hard-working team with a passion for building the future of finance. We look for candidates who thrive in a culture like ours: we are individually entrepreneurial, mission-focused with a bias towards action. We seek people who are willing to get scrappy while keeping an eye on the big picture. Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s wealth managers to ensure we are providing a best-in-class service to clients while driving critical business outcomes. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts.

Requirements

• 5+ years of experience in wealth management operations, client service, or advisor support.
• 2+ years of direct people management experience leading client service, operations, or associate teams.
• Hands-on experience with:
• Advisor onboarding and repapering
• Money movement and account servicing
• High-volume operational environments
• Strong understanding of custodian workflows (Fidelity, Charles Schwab, Pershing, etc.).
• High ownership mentality with the ability to operate autonomously in a fast-paced environment.
• Exceptional communication skills with advisors, clients, and internal stakeholders.
• Highly organized, detail-oriented, and strong at prioritizing in real-time.
• Strong technical proficiency with Google Suite and operational systems.

Nice To Haves

• Experience working within a high-growth fintech or RIA platform.
• Prior experience managing remote, distributed teams.
• Series 7 and 66 or Series 65 licenses.
• BA/BS degree in finance, economics, or related field.
• Prior experience using Salesforce or similar CRM.
• Experience scaling operational teams through rapid growth.

Responsibilities

• Own the day-to-day leadership, performance management, and development of a regional team of CSAs and CSMs.
• Conduct regular 1:1s, coaching, performance feedback, and career development planning.
• Manage daily staffing coverage, workload distribution, and PTO planning to ensure consistent service delivery.
• Own the health of advisor relationships in your region, ensuring strong communication, responsiveness, and trust.
• Serve as the first point of leadership escalation for advisors and internal teams.
• Own regional onboarding execution including staffing assignments, timelines, quality control, and advisor communication.
• Identify onboarding bandwidth risks early and reallocate resources in real time.
• Own operational performance across key service metrics including NIGO rates, money movement accuracy, task turnaround times, and follow-up discipline.
• Lead resolution of service breakdowns through root-cause analysis and corrective action.
• Enforce adoption of SOPs, workflows, and service standards across the team.
• Train team members on new tools, processes, and platform updates.
• Surface execution risks and workflow breakdowns to the Direct Leader with proposed solutions.
• Partner with cross-functional teams including Operations, Compliance, and Product to ensure smooth execution for advisors and clients.
• Maintain strong advisor confidence during high-volume onboarding and service cycles.

Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office
• Access to virtual mental health care (Spring Health), vision related benefits (XP 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees