About Savvy Wealth: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: The Savvy team is looking for an experienced Manager, Client Service - West Coast to lead frontline execution, people management, and advisor service delivery for a regional pod of advisors and client service professionals. This is a true people + operations leadership role with direct ownership of service quality, onboarding execution, and team performance. In this role, you will manage and develop a team of Client Service Associates and/or Client Service Managers, ensure exceptional advisor and client experiences, and serve as the first point of leadership for escalations and service delivery decisions in your region. You will operate with high ownership and autonomy, while partnering closely with your Direct Leader on strategy, capacity planning, and long-term scaling. This role is critical to scaling Savvy’s client service organization with consistency, accountability, and high standards of execution.