Advisor Experience Manager

Savvy Wealth•New York, NY

About The Position

We’re looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. The Advisor Experience Manager will work closely with financial advisors and internal partners to ensure advisors have the support, training, and tools they need to be successful with Savvy’s platform and services. You’ll be a key contributor in driving advisor satisfaction, product adoption, and long-term retention, while shaping how Savvy scales its advisor-facing experience. This role offers significant exposure to cross-functional teams including Product, Operations, Growth, and Marketing, and provides an opportunity to influence strategic priorities based on advisor insights.

Requirements

3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
Experience onboarding, training, or enabling customers to adopt software or services
A customer-first mindset with strong ownership and follow-through
Ability to prioritize, multitask, and operate effectively in a fast-growing environment
Comfort learning and adopting new tools and technologies quickly

Nice To Haves

Prior work experience in the Wealth Management industry
Prior work experience at a high-growth start up
Prior experience in the services industry

Responsibilities

Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
Drive key advisor-facing KPIs, including platform adoption, product utilization, and retention
Identify churn risk and proactively develop plans to mitigate it
Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
Design and deliver ongoing training, programming, and enablement to help advisors become power users
Balance multiple initiatives while adapting quickly as priorities evolve
Continuously improve processes and workflows to support scale without sacrificing quality

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)

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