Sr. Onboarding Consultant

Savvy•New York, NY

3d•$155,000 - $180,000•Onsite

About The Position

Savvy Wealth is seeking a senior onboarding professional to lead complex transitions for enterprise and high-AUM advisor groups and help develop onboarding processes as the company grows. The role owns the transition lifecycle from signing through post-join asset transition, serves as a senior point of contact for advisor principals and operations leads, and coordinates with internal teams to keep transitions moving. It also supports early adoption through training and resources, drives timely onboarding, monitors progress and risks, and helps improve repeatable transition processes and materials. The position works closely with Operations, Growth, Product, Marketing, Compliance, Legal, IT, and Client Service.

Requirements

At least 5 years of experience in consulting, implementation, project management, onboarding, or a related client-facing role.
A track record of leading complex projects with multiple stakeholders, competing priorities, and meaningful business impact.
Strong client relationship skills, including building trust, communicating clearly, and helping people navigate unfamiliar processes and important decisions.
Ability to turn complex information into clear guidance, presentations, and training tailored to different audiences.
Collaborative, low-ego approach and strong ownership, including setting plans, handling details, and following through.
Strong organization and prioritization skills, including managing several workstreams, anticipating roadblocks, and aligning stakeholders on deadlines and next steps.
Ability to solve complex problems and turn lessons into repeatable, scalable processes.
Comfort working in a fast-growing business where priorities evolve and the playbook is still being built.
Ability to learn new technologies, workflows, and industries 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 associated compliance and registration steps.
Experience in technology, fintech, or wealth management is helpful but not required.

Responsibilities

Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, serving as the senior point of contact for advisor principals and operations leads.
Coordinate with Compliance, Legal, IT, Client Service, and Product to keep complex transitions on track and escalate blockers early.
Deliver initial training and resources to help advisors adopt Savvy’s software, tools, and financial products.
Drive timely advisor onboarding and revenue results, and act as a day-to-day advisor contact during transitions.
Manage multiple onboarding and activation processes while maintaining clear stakeholder communication and adapting to changing priorities.
Monitor and report transition progress and potential risks.
Coordinate with the Client Servicing Team to support 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.
Identify processes that break at scale and work with Product and Operations to address them.

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.
Commuter benefits 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 and a health concierge.
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues.