Savvy Sr. Onboarding Consultant at Savvy leads complex advisor transitions and builds onboarding processes to support growth. They own onboarding from planning through implementation, partnering cross-functionally to execute transitions.
Responsibilities
We’re looking for a Sr Deployment Strategist to lead our largest, most complex advisor transitions and help build the onboarding processes that support our next stage of growth. You’ll own onboarding from planning through implementation, making the move to Savvy smooth for advisors and getting them up and running quickly. This is a highly cross-functional role, partnering closely with Operations, Growth, Product, and Marketing to execute transitions and improve how we onboard at scale.
Enterprise Deployment
Lead enterprise onboarding: Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, as the senior point of contact for advisor principals, and operations leads.
Coordinate across teams: Keep complex transitions on track with Compliance, Legal, IT, Client Service, and Product, and escalate blockers early to maximize impact in the first 90 days.
Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.
Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.
Raise the bar for the team: Build playbooks and templates the enterprise transition playbook and templates, track transition speed, and be the go-to resource for other Onboarding Managers on complex transitions.
Share lessons from enterprise transitions so the whole team gets faster.
Spot where our process breaks at scale and work with Product and Operations to fix it.
Qualification
You’re never tired of learningYou appreciate direct communicationYou can pivot on the flyYou want to be part of a winning team5+ years of experience in consultingStrong client relationship skillsA collaborativeAdditional Information
Required
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 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.
5+ years of experience in consulting, implementation, project management, onboarding, or a related client-facing role. We welcome consultants looking to move into an operating role and own outcomes from planning through execution.
A track record of leading complex projects with multiple stakeholders, competing priorities, and meaningful business impact. This could include client implementations, business transformations, or enterprise transitions.
Strong client relationship skills. You build trust, communicate clearly, and help people navigate unfamiliar processes and important decisions.
The ability to turn complex information into clear guidance, presentations, and training tailored to different audiences.
A collaborative, low-ego approach and strong ownership. You’re comfortable setting the plan, getting into the details, and following through.
Strong organization and prioritization skills. You can manage several workstreams, anticipate roadblocks, and keep people aligned on deadlines and next steps.
A drive to solve complex problems and turn what you learn into repeatable, scalable processes.
Comfort working in a fast-growing business where priorities evolve and you’ll help create the playbook.
Preferred
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.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
