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Savvy Wealth · 4 months ago

Onboarding Manager

New York City, NY

Full-time

Hybrid

Mid Level

$110K/yr - $135K/yr

3+ years exp

Savvy Wealth is a modern wealth management platform seeking an Onboarding Manager to enhance the onboarding experience for financial advisors. This role involves executing a seamless onboarding process, collaborating with various teams, and driving revenue results by ensuring quick adoption of Savvy’s tools and resources.

Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management

Responsibilities

Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy

Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that 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

Passion to do whatever it takes to solve complex problems and build scalable processes

Contribute to improving our capabilities by enhancing existing processes

Qualification

Customer successSales enablementTraining skillsWealth management experienceHigh-growth startup experienceMultitaskingCommunication skillsRelationship-buildingProblem-solvingAdaptability

Required

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. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors

Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors' needs

A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset

Ability to plan and prioritize workload; ability to 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

Adept at quickly learning and adopting new technologies

Preferred

Prior work experience in the Wealth Management industry

Prior work experience at a high-growth start up

Prior experience in the services industry

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), 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)