Onboarding Coordinator
Carolina Center for ABA & Autism Treatment
Onboarding Manager
Savvy Wealth
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteSalary
💰 $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)
