Savvy Wealth

About the Company

Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.

Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission ("SEC"). The AI used on Savvy Wealth's advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Listed Jobs

Company Name

Savvy Wealth

Job Title

Onboarding Manager

Job Description

**Job Title:** Onboarding Manager **Role Summary:** Oversee end-to-end onboarding of financial advisors transitioning to Savvy’s wealth management platform. Ensure efficient, scalable onboarding processes that accelerate advisors’ speed to revenue while collaborating cross-functionally to resolve challenges. **Expectations:** - Strong prioritization of customer-facing outcomes, empathy, and communication. - Adaptability in fast-paced, high-growth environments. - Proactive problem-solving and ownership of scalable process improvements. **Key Responsibilities:** - Design and execute advisor onboarding workflows, optimizing for speed and impact within 90 days. - Coordinate sales-to-activation handoffs with growth teams, defining key milestones. - Deliver training and resources to enable advisors to effectively use Savvy’s software and tools. - Serve as a primary contact for advisors during transitions, ensuring clear communication and issue resolution. - Monitor progress, identify risks, and partner with client servicing teams to manage account transitions. - Develop scalable processes to improve onboarding efficiency and advisor success. **Required Skills:** - 3–5+ years in sales enablement, customer success, account management, or client engagement in tech, fintech, or wealth management. - Proven track record in customer-facing roles with relationship-building and communication expertise. - Training/presentation skills to tailor support for diverse advisors. - Collaborative, self-driven mindset with high ownership and low-ego execution. - Strong organizational ability to multitask, prioritize, and meet deadlines. - Proficiency in learning and deploying new technologies quickly. **Required Education & Certifications:** Not specified.

New york, United states

Hybrid

20-09-2025

Company Name

Savvy Wealth

Job Title

Senior Software Engineer

Job Description

New york, United states

Hybrid

Senior

19-10-2025