Director of Advisor Onboarding

The role

The Director of Advisor Onboarding will own and scale how wealth management practices move their businesses onto Savvy. This leader manages the end-to-end advisor journey from signature to practice establishment by leading a team and coordinating multiple workstreams.

What you will do

• Own and lead the Advisor Onboarding function including hiring, training, performance management, and org design
• Build and run distinct onboarding motions for enterprise teams and emerging advisors
• Build an enterprise deployment playbook including discovery and workflow mapping
• Own advisor enablement to ensure confidence in Savvy tools
• Act as program lead across workstreams including Client Transition Specialists, Operations, Compliance, and IT
• Own onboarding KPIs and OKRs
• Build a capacity model tied to the Growth forecast
• Partner with Growth on late-stage enterprise deals
• Design and own handoffs from Growth into Onboarding and from Onboarding into Client Experience
• Own the team's AI and automation stack

Required qualifications

• 8 to 12+ years in onboarding, implementation, deployment, consulting, or business operations
• 4+ years leading teams in a high-growth environment
• Proven experience building and scaling an onboarding or deployment program through rapid growth (2x+ volume), including managing managers
• Experience moving customers' whole operations onto a new platform
• Experience running both enterprise and mid-market motions
• Strong program management across many parallel workstreams and teams you don't directly manage
• Sales acumen including partnering with Sales on late-stage deals and managing senior, demanding customers
• Track record designing enablement and change management for experienced professionals
• Tech-forward operator with a track record of using automation and AI to improve speed and quality
• Excellent communication, executive presence, and cross-functional influence

Nice to have

• Wealth management experience, especially advisor transitions (RIA, broker-dealer, wirehouse)
• Experience at a recruiting-driven platform (wealth, real estate brokerage, healthcare practice platforms, PE-backed rollups)
• Management consulting or implementation consulting background
• Experience leading or partnering on AI-enabled onboarding or service transformations

Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our 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 offers a business-in-a-box including a proprietary tech platform, marketing, investment management, and client services.