Senior Advisor Onboarding Manager

Savvy Wealth•New York, NY

2d•$150,000 - $165,000•Onsite

About The Position

Savvy Wealth is seeking a senior, customer-focused operator to lead complex advisor transitions and help elevate the Advisor Onboarding team. The role owns a high-quality onboarding and implementation journey while maintaining a fast speed to revenue. It offers significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. The position is part of the cross-functional Advisor Success team and reports directly to the Advisor Onboarding Manager. The Senior Advisor Onboarding Manager leads enterprise and high-AUM advisor transitions from signing through post-join asset transition, serves as the senior point of contact for advisor principals and operations leads, and coordinates with internal teams to keep transitions moving. The role also delivers initial training, supports early adoption of Savvy’s software and offerings, monitors progress and risks, and works with Client Servicing to ensure smooth client account transitions. In addition to managing transitions, this role develops playbooks and templates, tracks transition speed, serves as a resource to other Onboarding Managers, shares lessons learned, and works with Product and Operations to improve processes that do not scale. The position calls for an adaptable, collaborative self-starter who communicates directly, welcomes feedback, learns new technologies quickly, and is comfortable in a high-growth environment.

Requirements

At least 5 years of project management or onboarding experience in technology, fintech, or wealth management.
Track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.
Demonstrated success in a customer-facing role, with excellent communication and relationship-building skills and the empathy, understanding, and confidence to engage effectively with advisors.
Training and presentation skills, including the ability to enable advisors to become power users and personalize training for different needs.
Collaborative, low-ego, self-starter attitude; willingness to roll up sleeves; strong ownership mentality and customer-centric mindset.
Ability to plan and prioritize workload, multitask, and meet deadlines while producing quality work.
Passion for solving complex problems and building scalable processes.
Comfort working in a high-growth, constantly changing environment.
Ability to learn and adopt new technologies quickly.

Nice To Haves

Prior work experience in wealth management.
Prior work experience at a high-growth startup.
Prior work experience in financial services.
Familiarity with advisor transition frameworks and related compliance and registration steps.

Responsibilities

Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, and serve as the senior point of contact for advisor principals and operations leads.
Coordinate complex transitions with Compliance, Legal, IT, Client Service, and Product; escalate blockers early to maximize impact in the first 90 days.
Deliver initial training and resources so advisors can quickly use Savvy’s software, tools, and financial products.
Onboard advisors quickly to drive revenue results and act as their day-to-day contact during the transition process.
Manage several onboarding and activation processes at once while maintaining clear stakeholder communications and adapting to a changing environment.
Monitor and report transition progress and potential risks, and coordinate with Client Servicing to ensure smooth client account transitions.
Build enterprise transition playbooks and templates, track transition speed, and serve as a resource to other Onboarding Managers on complex transitions.
Share lessons from enterprise transitions to help the team improve its speed.
Identify processes that break at scale and work with Product and Operations to address them.

Benefits

Competitive salary and equity package.
Generous relocation package to help top talent move to the NYC office.
Unlimited PTO and paid company holidays.
Medical, dental, and vision plans.
Company 401(k), including Mega backdoor Roth options.
Commuter, HSA, and 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 and a health concierge.
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP.