Advisor Success 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 financial advisors lack digital communication tools beyond email and still create financial plans manually. Savvy provides independent financial advisors with a modern, AI-native platform, acting as a registered investment advisor (RIA). Advisors partner with Savvy, bringing their client base and operating under their own or Savvy's brand. Savvy earns a percentage of the assets managed, offering advisors a comprehensive business solution that includes a proprietary tech platform, client portal, in-house marketing, 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-native products like Savvy Intelligence and internal use of AI tools like Claude, supported by an AI enablement team and RevOps building in-house agents. The company is a Series B startup experiencing rapid growth (over 500% year-over-year), with approximately 150 employees and significant backing from investors like Thrive Capital and Index Ventures. Savvy has been recognized as a Certified Great Place to Work, earning accolades for its culture and growth, including Newsweek's America's Greatest Startup Workplaces (2026) and Fortune Best Workplaces in New York™ (2026).
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
- Proficiency using AI tools to scale advisor engagement and synthesize feedback
- 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, retention and expansion
- 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) 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
