About Savvy:
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:
Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts.
Who you are:
You’ve got positive energy. You’re optimistic about the future and determined to get there.
You’re never tired of learning. You’re able to self-teach new platforms and ways of working.
You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow.
You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month.
You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines.
You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.
The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success.
Responsibilities:
Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy.
Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days.
Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.
Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.
Passion to do whatever it takes to solve complex problems and build scalable processes.
Contribute to improving our capabilities by enhancing existing processes.
Must have:
3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management.
Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors.
Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs.
A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset.
Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output.
Passion for solving complex problems and building scalable processes.
Comfort working in a high growth, constantly changing environment.
Adept at quickly learning and adopting new technologies.
Nice to have:
Prior work experience in the Wealth Management industry
Prior work experience at a high-growth start up
Prior experience in the services industry
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Lead and scale a high-performing Advisor Success organization at Savvy to deliver world-class onboarding, adoption, and lifetime value for financial advisors using our modern wealth management platform.
CDK Global is hiring an Associate Account Development Executive to support territory sales across the western U.S., assisting in discovery, solution design, and sales operations to accelerate revenue growth.
Lead client relationships and drive fixed-ops performance as a remote Service Suite Field Account Manager for Solera, helping dealerships maximize inspection workflows, revenue, and retention.
Lead front-line security teams and oversee client relationships and account performance for Allied Universal’s Sacramento portfolio, driving operational efficiency and service excellence.
High-growth security SaaS company seeking a results-oriented Strategic Account Manager to drive expansion and retention across enterprise client accounts.
Legrand is hiring a Global Key Account Manager to lead global hyperscaler relationships and drive growth for Starline’s data center power solutions while coordinating cross-functional delivery and strategy.
Rightway is hiring a Sr. Client Success Manager to lead PBM implementations and long-term client relationships, based in Dallas or remote, ensuring high-quality pharmacy benefit delivery and client satisfaction.
Customer Success Manager to own key retailer accounts, drive adoption of Swiftly's retail media and digital commerce solutions, and be onsite at least three days per week in Matawan, NJ.
Braeburn seeks an experienced Strategic Account Manager to lead enterprise account strategies across national and institutional partners to expand access to specialty OUD treatments.
Acrisure is hiring a Commercial Lines Account Manager in Florham Park, NJ to support producers in servicing, quoting, and managing small- to mid-size commercial insurance accounts.
StackAdapt is hiring a Spanish-fluent Programmatic Account Manager in Florida to manage client portfolios, optimize DSP campaigns, and drive retention and growth.
Support the personal lines account team at Acrisure by managing client interactions, renewals, data entry and administrative tasks to ensure seamless account operations.
Blackbird Health is hiring a Clinical Partnerships Coordinator to manage clinical reporting and provider relationships so community partners receive timely, accurate, and actionable updates on shared patients.
Senior client relationship leader needed to grow and protect State Street’s asset manager relationships while coordinating cross-functional delivery and executing strategic account plans.
We're building a world class team of wealth managers and technologists to deliver modern, human advice.
6 jobs