Client Transition Specialist
About The Position
Savvy is looking for a detail-obsessed, resourceful operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform. Advisors choose Savvy in part because we make moving their practice painless — you are the person who delivers on that promise, driving each transition from signed to fully live with speed, precision, and a white-glove touch. Our fast-moving team has already transitioned 30+ advisors and over $2B in assets this year, and your work directly determines how quickly Savvy can grow and how every new advisor experiences us from day one. This role gives you significant exposure to Savvy’s Operations, Advisory, Product, and Client Servicing efforts.
Requirements
- 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management.
- Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
- Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.
- Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
- Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound.
- Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure.
- A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
- Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
- Comfort working in a high-growth, constantly changing environment.
Nice To Haves
- Direct experience with Schwab and/or Fidelity custodial platforms
- Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce
- Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
- Prior work experience at a high-growth startup or a custodian, RIA, and broker-dealer
- Experience using AI tools to accelerate data or document work (validation, drafting, summarization)
Responsibilities
- Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
- Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays.
- Run data preparation and validation to ensure accuracy
- Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule.
- Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.
- Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment.
- Monitor and report on transition progress and flag risk situations early.
- Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.
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
- 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)
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
