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Savvy is a Series C fintech company reinventing wealth management for independent financial advisors. The company operates as a registered investment advisor (RIA) that partners with experienced advisors, providing them with a modern, AI-native platform, in-house marketing support, investment management, and client services. Savvy has raised $200M, employs 170+ people, and is on track for $100M ARR in 2026. Inc. ranked Savvy the No. 1 fastest-growing financial services company in America in 2026.
You will lead Savvy's largest and most complex advisor transitions as a senior, customer-obsessed operator. This role owns the end-to-end onboarding and implementation journey for enterprise and high-AUM advisor groups, from signing through post-join asset transition. You will serve as the senior point of contact for advisor principals and operations leads, coordinating across Compliance, Legal, IT, Client Service, and Product teams to keep complex transitions on track and escalate blockers early.
Key responsibilities include:
- Leading enterprise onboarding transitions as the primary contact for advisor principals and operations leads
- Coordinating across multiple internal teams (Compliance, Legal, IT, Client Service, Product) to manage complex transitions
- Delivering initial training and resources to empower advisors to quickly adopt Savvy's software, tools, and financial products
- Driving speed to revenue by onboarding advisors quickly while maintaining clear stakeholder communication
- Monitoring transition progress, identifying risks, and coordinating with the Client Servicing Team for smooth account transitions
- Building playbooks and templates for enterprise transitions, tracking speed metrics, and serving as the go-to resource for other Onboarding Managers on complex deals
- Identifying process breakdowns at scale and collaborating with Product and Operations to implement fixes
- Sharing lessons learned across the team to accelerate overall onboarding performance
You will report directly to the Advisor Onboarding Manager and work cross-functionally across Advisory, Operations, Growth, Product, and Marketing.
Required Qualifications:
- 5+ years of project management or onboarding experience in technology, fintech, or wealth management
- Proven track record leading multi-stakeholder transitions, including enterprise or multi-advisor groups
- Demonstrated success in customer-facing roles with excellent communication and relationship-building abilities
- Strong training and presentation skills; ability to enable advisors to become power users and adapt training styles to different needs
- Collaborative, low-ego, self-starter attitude with strong ownership mentality and customer-centric mindset
- Ability to plan, prioritize, multitask, and deliver quality output on tight deadlines
- Passion for solving complex problems and building scalable processes
- Comfort in high-growth, rapidly changing environments
- Quick learner who can adopt new technologies rapidly
Nice to Have:
- Prior experience in wealth management industry
- Prior experience at high-growth startups
- Prior experience in financial services
- Familiarity with advisor transition frameworks and compliance/registration requirements
