Savvy Wealth

Onboarding Specialist

• 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

Onboarding Manager

Customer Success Manager

About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
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.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
The Role: As Head of Customer Success, you will own the experience, satisfaction, and growth of the financial advisors who partner with us.
Responsibilities: Lead, mentor, and scale the Advisor Success organization, including Advisor Experience, Advisor Activation, and Client Experience teams.
Define and deliver an exceptional advisor experience across onboarding, client transitions, ongoing servicing, and long-term success.
Partner cross-functionally with Product, Growth, and Operations to translate advisor needs into product features, process improvements, and new services.
Drive advisor satisfaction, retention, and growth through proactive engagement, product enablement, and wallet-share initiatives.
Develop and operationalize scalable processes and systems that enhance advisor experience while maintaining efficiency.
Establish success metrics and KPIs to track advisor outcomes, team performance, and program effectiveness.
Serve as an executive sponsor for advisors, providing direct support for strategic accounts and escalations.
Foster a culture of excellence, accountability, and customer obsession across the Advisor Success team.

Head of Customer Success

Product Designer

• 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.
• Savvy is changing that, 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.
• Savvy has raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors.
• 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
• In this crucial role, you will work closely with the product team to shape the future of wealth management.
• You will be responsible for delivering thoughtfully crafted experiences for financial advisors and their clients, managing and mentoring a team of two product designers, and contributing to the product leadership team to help define the roadmap.
• The ideal candidate is a proactive, people-oriented designer who thrives in a fast-paced startup environment.
• This role reports to the CTO.
• Responsibilities:
• Help define the vision for an exceptional user experience and design at Savvy.
• Own projects end-to-end, shipping high-quality experiences for advisors and clients while navigating a fast-paced, ambiguous environment.
• Manage and mentor a team of two product designers, providing guidance on design practices, prioritization, strategy, and career development.
• Maintain a high bar across a generalist design skill set, from information architecture and content strategy to visual design.
• Collaborate closely with engineering and product leaders to define product vision, strategy, and roadmap.
• Lead research initiatives to understand the needs of financial advisors, leveraging insights to inform the product roadmap and design decisions.
• Occasionally contribute to brand and design projects, working alongside external design agencies to ensure a consistent and impactful brand presence.
• Must Have:
• 7+ years of experience as a product designer
• Experience mentoring product designers
• Ability to own the design process end-to-end
• Strong research and discovery skills
• Strong visual design and prototyping skills
• Excitement about ownership and the opportunity to have a meaningful impact
• Exceptional communication and interpersonal skills
• Ability to manage multiple projects simultaneously and meet deadlines
• Nice to Have:
• Experience working in fintech or B2B products
• Experience managing product designers
• Past professional experience at a high-growth tech startup
• Qualities:
• Problem Solving: Strong analytical and problem-solving skills, with the ability to think on your feet, handle objections in real-time, and interpret non-verbal cues to drive the design process forward.
• Communication: Outstanding communication and collaboration skills to work effectively across cross-functional teams. Exceptional presentation and storytelling abilities to distill complex information into a clear, compelling narrative.
• Fast Learner: A track record of quickly learning and leveraging various tools, third-party vendors, and other resources to get the job done. Ability to thrive in an ambiguous, fast-paced environment while managing multiple deadlines.
• Ownership Mindset: A self-starter with a low-ego attitude, willing to roll up your sleeves, sweat the details, and take full ownership of your work.
• Strategy: A strategic thinker who can operate at both a high level and an executional level, knowing when to focus on each.
• Leadership: Passion for shaping company culture and building a best-in-class team. Ability to hold others accountable and provide direct, constructive feedback, regardless of seniority.
• Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Onboarding Manager

Head of Customer Success

Product Design Manager