Sr. Client Transition Specialist

The role

You will own the end-to-end transition of complex advisor books across custodians. You will act as an extension of the Onboarding Manager by managing work assignments, coaching specialists, and building process automation.

What you will do

• Own end-to-end transition of complex advisor books across Schwab and Fidelity.
• Act as an extension of the Onboarding Manager by assigning onboardings and maintaining visibility.
• Solve complex issues and escalations regarding NIGO, custodians, vendors, data, and advisors.
• QA paperwork, transition spreadsheets, and trackers on high-risk books.
• Assist the Onboarding Manager with people management, coaching, and onboarding new team members.
• Lead pre-go-live transition planning with Sales and advisor teams.
• Own and maintain the transition playbook and build process improvements.
• Report on transition health and flag risks to leadership.

Required qualifications

• 5 to 8+ years in client operations, advisor transitions, onboarding, or account management in wealth management.
• At least one full advisor book transition owned end-to-end.
• Hands-on experience with Schwab and/or Fidelity custodial platforms.
• Deep grasp of account transfer, repaper, LPOA, and ACAT paperwork and NIGO resolution.
• Track record of operating across many concurrent, deadline-driven workstreams.
• Demonstrated judgment in making calls with incomplete information.
• Experience coaching, training, assigning work to, or QA'ing the work of others.
• Strong data hygiene and spreadsheet skills.
• At least one process or automation improvement built and adopted by others.
• Fluent, daily use of AI tools for data and document work.
• Excellent written and verbal communication.
• Collaborative, low-ego, self-starter attitude with extreme ownership.

Nice to have

• Experience with Broker Protocol transitions, advisor teams, or books over $100M.
• Familiarity with Orion, Salesforce, DocuSign, and bulk onboarding or CRM import tooling.
• Experience building workflows or automations with AI tools (Claude, custom skills, scripts) beyond single-chat use.
• Prior experience at a high-growth startup, custodian, RIA, or broker-dealer.
• Experience formally managing a small operations team.

Benefits

• Competitive salary and equity package
• Generous relocation package to NYC office
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options)
• Commuter, and HSA/FSA plans
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health) and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the company

Savvy is a registered investment advisor (RIA) that provides a modern, AI-native home for independent financial advisors. The company is a Series C firm with 170+ people.