Advisor Experience Manager

Savvy Insurance Services, Inc.

Job Overview

Location

NYC Office

Job Type

Full-time

Full Job Description

📋 Description

• Partner closely with financial advisors and cross-functional teams to ensure advisors have the support, training, and tools they need to succeed on Savvy’s platform.
• Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform.
• Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion.
• Identify churn risk and proactively develop plans to mitigate it.
• Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams.
• Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience.
• Design and deliver ongoing training, programming, and enablement to help advisors become power users.
• Balance multiple initiatives while adapting quickly as priorities evolve.
• Continuously improve processes and workflows to support scale without sacrificing quality.

🎯 Requirements

• 3–5+ years of experience in customer experience, advisor experience, account management, client engagement, or sales enablement.
• Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically.
• Experience onboarding, training, or enabling customers to adopt software or services.

🏖️ Benefits

• Competitive salary and equity package.
• Unlimited PTO + paid company holidays.
• Access to holistic medical, dental, and vision plans.
• Company 401(k), Commuter, and HSA/FSA plans.
• NYC office in the heart of Manhattan.
• Lunch and snacks provided in the office.
• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care.
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Skills & Technologies

Spring

Onsite

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Savvy Insurance Services, Inc.

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About Savvy Insurance Services, Inc.

Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.

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