Savvy Wealth

Advisor Experience Manager

Savvy Wealth

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 🇺🇸 United States

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Salary

💰 $109,000 - $130,000 per year

Job Level

Mid-LevelSenior

About the role

  • Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
  • Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
  • Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
  • Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion
  • Identify churn risk and proactively develop plans to mitigate it
  • Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
  • Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
  • Design and deliver ongoing training, programming, and enablement to help advisors become power users
  • Balance multiple initiatives while adapting quickly as priorities evolve
  • Continuously improve processes and workflows to support scale without sacrificing quality

Requirements

  • 3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
  • Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
  • Experience onboarding, training, or enabling customers to adopt software or services
  • A customer-first mindset with strong ownership and follow-through
  • Ability to prioritize, multitask, and operate effectively in a fast-growing environment
  • Comfort learning and adopting new tools and technologies quickly
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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
relationship-buildingcommunicationcustomer-first mindsetownershipfollow-throughprioritizationmultitaskingadaptability