Onboarding Manager

About Savvy :

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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We're 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.

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. Our team is made up of repeat founders and operators who've helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

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 :

Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy's financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy's Advisory, Operations, Growth, Product, and Marketing efforts.

Who you are :

• You've got positive energy. You're optimistic about the future and determined to get there.
• You're never tired of learning. You're able to self-teach new platforms and ways of working.
• You appreciate direct communication. You're both an active communicator and an eager listener. You're motivated by feedback and see every setback as an opportunity to grow.
• You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month.
• You have a humble and "can do" attitude. Our teams create high-quality work on quick timelines.
• You want to be part of a winning team. We're stronger together, and you're a person who embraces being pushed out of your comfort zone.

The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success.

Responsibilities :

Must have :

Nice to have :

Additional Information :

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits :