Onboarding Manager

Savvy Wealth

Advisor Onboarding Manager driving a seamless onboarding process for financial advisors at Savvy Wealth. Collaborating across teams to enhance resources and expedite revenue growth.

Posted 7/16/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advisor onboarding processes, sales enablement, and client engagement within technology or fintech sectors. Capable of delivering effective training and resources while maintaining strong communication and relationship-building skills.

Highest-signal resume keywords

Advisor OnboardingSales EnablementCustomer SuccessTraining and Presentation SkillsClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Onboarding Process ManagementTransition MonitoringProcess ImprovementRevenue GenerationTechnology Adoption

Soft Skills

Communication SkillsRelationship BuildingEmpathyAdaptabilityProblem Solving

Tools & Technologies

Savvy SoftwareFinancial Products

Industry Keywords

FintechWealth ManagementCustomer-Centric MindsetHigh Growth Environment

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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)