Sr. Onboarding Consultant

The role

You will lead enterprise onboarding and transition lifecycles for high-AUM advisor groups. You will partner with cross-functional teams to execute transitions and build scalable onboarding processes.

What you will do

• Own the transition lifecycle for enterprise and high-AUM advisor groups.
• Coordinate across Compliance, Legal, IT, Client Service, and Product teams.
• Deliver initial training and resources to empower advisors.
• Drive revenue results by onboarding advisors quickly.
• Act as a day-to-day contact for advisors during the transition process.
• Balance several onboarding and activation processes.
• Monitor and report on transition progress and potential risk situations.
• Coordinate with the Client Servicing Team for client account transitions.
• Build playbooks and templates for enterprise transitions.
• Work with Product and Operations to fix process breaks at scale.

Required qualifications

• 5+ years of experience in consulting, implementation, project management, onboarding, or a related client-facing role.
• Track record of leading complex projects with multiple stakeholders and competing priorities.
• Strong client relationship skills.
• Ability to turn complex information into clear guidance, presentations, and training.
• Collaborative, low-ego approach and strong ownership.
• Strong organization and prioritization skills.
• Drive to solve complex problems and create repeatable, scalable processes.
• Comfort working in a fast-growing business where priorities evolve.
• Ability to learn new technologies, workflows, and industries quickly.

Nice to have

• Prior work experience in the Wealth Management industry
• Prior work experience at a high-growth start up
• Prior experience in the financial services industry
• Familiarity with advisor transition frameworks and the compliance and registration steps that come with them

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 plans
• HSA/FSA plans
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health)
• 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 offers a proprietary tech platform, marketing, investment management, and client services to help advisors grow.