Director of Advisor Onboarding

Savvy • New York, NY

1d • $220,000 - $240,000

About The Position

Savvy Wealth is seeking a Director of Advisor Onboarding to own and scale the process by which wealth management practices move their teams, clients, systems, and operations onto Savvy. The role leads the advisor journey from signing through establishing a practice at Savvy, ensuring transitions are fast, predictable, and positive for advisors. It includes leading the team responsible for each transition workstream, maintaining advisor confidence and engagement, and enabling advisors and their teams to adopt Savvy’s tools and ways of working. Enterprise deployments require understanding how each business operates and mapping its workflows onto Savvy.

The Director owns the Advisor Onboarding function, including team growth and performance, onboarding models and playbooks for enterprise and emerging advisors, deployment planning, enablement, program execution, KPIs and OKRs, capacity planning, and cross-functional handoffs. The role partners with Growth, Product, Operations, Compliance, Client Experience, and IT, and reports to the Head of Advisor Success. The Director also partners with Growth on late-stage enterprise opportunities, leads high-stakes escalations, and owns the team’s AI and automation workflows and tools.

Savvy Wealth is a registered investment advisor and a Series C company with more than 170 people. It provides independent financial advisors with a technology platform, client portal, marketing, investment management, and client services support. The company describes itself as AI-enabled and has been recognized as a Great Place to Work.

Requirements

• 8 to 12+ years of experience in onboarding, implementation, deployment, consulting, or business operations, including 4+ years leading teams in a high-growth environment.
• Proven experience building and scaling an onboarding or deployment program through rapid growth, including 2x or greater volume, and managing managers.
• Experience moving customers’ whole operations onto a new platform by learning how their business runs, redesigning workflows, and driving adoption.
• Experience running both high-touch, complex enterprise motions and repeatable, volume-oriented mid-market motions.
• Strong program management skills across multiple parallel workstreams and teams not directly managed.
• Sales acumen, including partnering with Sales on late-stage deals and presenting to and managing senior, demanding customers.
• Track record designing enablement and change management for experienced professionals.
• Tech-forward operating approach and a track record of using automation and AI to improve speed and quality.
• Excellent communication, executive presence, and cross-functional influence.

Nice To Haves

• Wealth management experience, especially advisor transitions involving RIAs, broker-dealers, or wirehouses.
• Experience at a recruiting-driven platform, such as in wealth management, real estate brokerage, healthcare practice platforms, or PE-backed rollups.
• Management consulting or implementation consulting background.
• Experience leading or partnering on AI-enabled onboarding or service transformations.

Responsibilities

• Own and lead the Advisor Onboarding function, including hiring, training, performance management, and organizational design for a rapidly scaling team.
• Build and run distinct onboarding approaches for enterprise teams and emerging advisors, with appropriate segmentation, staffing models, and playbooks.
• Create an enterprise deployment playbook that includes discovering how each team operates, mapping workflows and roles onto Savvy, and developing a tailored launch plan.
• Own advisor enablement so advisors and their teams can confidently use Savvy’s tools and ways of working before handoff to Client Experience.
• Lead transition programs across workstreams, coordinating Client Transition Specialists, Operations, Compliance, and IT around a shared plan and target date.
• Own onboarding KPIs and OKRs, including time to start date, time to assets transitioned, onboarding CSAT, signed-not-started rate, and enablement completion.
• Develop a capacity model aligned with the Growth forecast so the team is staffed ahead of volume.
• Partner with Growth on late-stage enterprise deals by joining recruiting meetings, scoping deployment complexity before signing, and setting deliverable expectations.
• Design and own handoffs from Growth to Onboarding and from Onboarding to Client Experience.
• Own the onboarding team’s AI and automation stack, including workflows, agents, and tools to reduce manual work.
• Serve as the senior escalation point for high-stakes onboardings and address the underlying process issues behind escalations.

Benefits

• Competitive salary and equity package.
• Generous relocation package for top talent moving to the NYC office.
• Unlimited PTO and paid company holidays.
• Medical, dental, and vision plans.
• Company 401(k), including Mega backdoor Roth options, plus Commuter and HSA/FSA plans.
• NYC office in Union Square.
• Lunch and snacks provided in the office, and dinner if staying late.
• Access to virtual mental health care through Spring Health and health concierge services through Rightway.
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed