Advisor Onboarding Manager
About The Position
Savvy Wealth is reinventing the wealth management industry, which is a $545 billion market that still relies heavily on manual processes. Many advisors lack digital communication beyond email and still create financial plans manually in Excel. Savvy provides independent financial advisors with a modern, AI-native platform, allowing them to grow their business without managing the back office. Advisors partner with Savvy, operating under their own or Savvy's brand, and in return receive a comprehensive business solution including a proprietary tech platform, client portal, marketing support, investment management, and client services. This allows advisors to service more households and save significant time. AI is central to Savvy's operations, with AI-powered tools for clients and internal use, supported by an AI enablement team and RevOps. The company is a Series B, experiencing rapid growth with approximately 150 employees and over 500% year-over-year growth, backed by substantial funding from prominent investors. Savvy Wealth is recognized as a Certified Great Place to Work, with accolades for its culture and growth.
Requirements
- 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management.
- Demonstrated success in a customer-facing role.
- Excellent communication and relationship-building abilities.
- Empathy, understanding, and confidence in order to effectively engage with advisors.
- Training and Presentation skills. Enabling our advisors to become power users.
- Be able to adapt and personalize training styles for different advisors’ needs.
- A collaborative, low ego, and self-starter attitude.
- This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset.
- Ability to plan and prioritize workload; ability to 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.
Nice To Haves
- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the financial services industry
Responsibilities
- Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy.
- Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days.
- Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.
- Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
- Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
- Monitor and report on transition progress and potential risk situations.
- Coordinate with the Client Servicing Team to ensure smooth client account transitions.
- Passion to do whatever it takes to solve complex problems and build scalable processes.
- Contribute to improving our capabilities by enhancing existing processes.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
