Savvy
Sr. Implementation Consultant
NYC Office, Remote. Posted yesterday
The role
You will lead enterprise onboarding and the transition lifecycle 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 via 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.