Job Overview
Location
NYC Office
Job Type
Full-time
Category
Customer Success
Date Posted
May 21, 2026
Full Job Description
đź“‹ Description
- • Own the end-to-end onboarding journey for financial advisors transitioning their practice to Savvy’s digital platform, ensuring a seamless, scalable, and advisor-centric experience.
- • Serve as the primary point of contact for advisors during the critical first 90 days post-signing, guiding them through system setup, tool adoption, and workflow migration from manual processes like Excel.
- • Collaborate closely with the Growth team to optimize the sales-to-activation handoff, defining and executing key onboarding milestones that accelerate time-to-revenue and reduce advisor churn.
- • Deliver customized training sessions and educational resources to enable advisors to become proficient users of Savvy’s AI-powered software, automated marketing tools, and back-office workflows.
- • Adapt training methods and communication styles to match the technical proficiency and preferences of individual advisors, ensuring high engagement and adoption rates across diverse user profiles.
- • Monitor advisor onboarding progress, identify potential risks or bottlenecks, and proactively coordinate with Client Servicing, Product, and Operations teams to resolve issues and ensure smooth client account transitions.
- • Drive measurable revenue outcomes by ensuring advisors achieve full platform utilization quickly, directly linking successful onboarding to client retention and asset growth.
- • Maintain clear, consistent communication with internal stakeholders across Advisory, Product, Marketing, and Operations to align onboarding strategy with company-wide priorities and product roadmap changes.
- • Continuously improve onboarding processes by documenting best practices, gathering feedback from advisors, and recommending enhancements to increase efficiency and scalability.
- • Balance multiple concurrent onboarding tracks without sacrificing quality, adapting priorities rapidly in response to evolving business needs, product updates, or market demands.
- • Foster strong relationships with financial advisors through empathy, active listening, and transparent communication, positioning Savvy as a trusted partner in their modernization journey.
- • Act as a customer-obsessed advocate within the company, translating advisor feedback into product and process improvements to enhance the overall platform experience.
- • Maintain detailed records of advisor progress, milestones achieved, and support interactions to inform reporting and inform leadership on key performance indicators related to onboarding success.
- • Embrace a high-growth, fast-paced environment where priorities shift frequently, requiring agility, ownership, and resilience in the face of ambiguity.
- • Contribute to building scalable, repeatable systems that support Savvy’s rapid expansion—currently managing over $5.1B in AUM with 600%+ growth in 18 months.
- • Partner with the Advisor Success team to ensure all advisors receive consistent, high-quality support that reflects Savvy’s mission to modernize human financial advice through technology.
- • Take initiative to solve complex operational challenges, whether through process design, tool adaptation, or cross-functional coordination, always with a humble and "can do" attitude.
- • Remain deeply informed about Savvy’s product capabilities and financial industry dynamics to effectively advise advisors on best practices and platform potential.
- • Work in close proximity to senior leadership and cross-functional teams, gaining exposure to Sales, Product, Marketing, and Operations while contributing directly to company growth.
🎯 Requirements
- • 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management
- • Demonstrated success in a customer-facing role with excellent communication and relationship-building abilities
- • Training and presentation skills with ability to adapt styles to different advisors’ needs
- • Ability to plan and prioritize workload, multitask, and meet deadlines with quality output
- • Passion for solving complex problems and building scalable processes
- • Comfort working in a high-growth, constantly changing environment
🏖️ 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
Skills & Technologies
Spring
Onsite
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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