Savvy Wealth

Onboarding Manager

Savvy Wealth

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $110,000 - $135,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Spring

About the role

  • 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 and optimize advisor onboarding with key milestones that maximize impact in the first 90 days
  • Enable Early Adoption: Deliver initial training and resources to empower advisors to quickly leverage Savvy’s software, tools, and financial products
  • Deliver Speed to Revenue: Drive revenue results by onboarding advisors quickly and act as day-to-day contact during transition
  • Balance several onboarding and activation processes while maintaining clear communications with stakeholders
  • Monitor and report on transition progress and potential risk situations; coordinate with the Client Servicing Team to ensure smooth client account transitions
  • Solve complex problems and build scalable processes; contribute to improving existing processes
  • Work cross-functionally across Advisory, Operations, Growth, Product, and Marketing; report to the Head of Advisor Success

Requirements

  • 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 to effectively engage with advisors
  • Training and presentation skills; ability to adapt and personalize training styles
  • Collaborative, low-ego, self-starter attitude with strong ownership mentality
  • Ability to plan and prioritize workload; 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
  • Nice to have: Prior work experience at a high-growth start up
  • Nice to have: Prior experience in the services industry
  • Location requirement: comfortable with 3 days/week in NYC office (application question)