Client Transition Specialist

Savvy Insurance Services, Inc.

Job Overview

Location

Remote - US

Job Type

Full-time

Full Job Description

📋 Description

• We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial).
• The Role:
• Savvy is looking for a detail-obsessed, resourceful operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform.
• Advisors choose Savvy in part because we make moving their practice painless — you are the person who delivers on that promise, driving each transition from signed to fully live with speed, precision, and a white-glove touch.
• Responsibilities:
• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
• Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays.
• Run data preparation and validation to ensure accuracy
• Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule.
• Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.
• Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment.
• Monitor and report on transition progress and flag risk situations early.
• Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.
• Who you are:
• You’re resourceful. You figure things out, chase down answers, and don’t wait to be told how to unblock a transition.
• You’re detail-obsessed. You catch the error others miss, because you know a single bad field can break a bulk upload or delay a transfer.
• You’re never tired of learning. You self-teach new platforms and custodial systems fast, and you’re tech-savvy by default.
• You appreciate direct communication. You’re both an active communicator and an eager listener, and you stay calm and clear with advisors under pressure.
• You can pivot on the fly. We are fast-growing, so priorities constantly evolve. What you worked on last month may not be the same next month.
• You have a humble, “can do” attitude and extreme ownership. Our team creates high-quality work on quick timelines.
• You want to be part of a winning team. We’re stronger together, and you embrace being pushed out of your comfort zone.
• Must Have:
• 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management.
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
• Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.
• Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
• Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound.
• Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure.
• A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
• Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
• Comfort working in a high-growth, constantly changing environment.
• Nice to have:
• Direct experience with Schwab and/or Fidelity custodial platforms
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce
• Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
• Prior work experience at a high-growth startup or a custodian, RIA, and broker-dealer
• Experience using AI tools to accelerate data or document work (validation, drafting, summarization)
• 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:
• 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
• Access to virtual mental health care (Spring Health), vision related benefits (XP 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)

🎯 Requirements

• 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management.
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
• Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.

🏖️ 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

Skills & Technologies

Spring

Remote

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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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