Apply on Employer Site

Savvy Wealth · 6 hours ago

Manager, Client Services (West Coast)

New York, NY

Full-time

Onsite

Senior Level

$120K/yr - $125K/yr

5+ years exp

Savvy Wealth is a leading company in the wealth management industry, focused on modernizing human financial advice through technology. The Manager, Client Services will lead a regional team to ensure exceptional service delivery and advisor experiences, while managing operations and performance within the client service organization.

Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management

Responsibilities

Own the day-to-day leadership, performance management, and development of a regional team of CSAs and CSMs

Conduct regular 1:1s, coaching, performance feedback, and career development planning

Manage daily staffing coverage, workload distribution, and PTO planning to ensure consistent service delivery

Own the health of advisor relationships in your region, ensuring strong communication, responsiveness, and trust

Serve as the first point of leadership escalation for advisors and internal teams

Own regional onboarding execution including staffing assignments, timelines, quality control, and advisor communication

Identify onboarding bandwidth risks early and reallocate resources in real time

Own operational performance across key service metrics including NIGO rates, money movement accuracy, task turnaround times, and follow-up discipline

Lead resolution of service breakdowns through root-cause analysis and corrective action

Enforce adoption of SOPs, workflows, and service standards across the team

Train team members on new tools, processes, and platform updates

Surface execution risks and workflow breakdowns to the Direct Leader with proposed solutions

Partner with cross-functional teams including Operations, Compliance, and Product to ensure smooth execution for advisors and clients

Maintain strong advisor confidence during high-volume onboarding and service cycles

Qualification

Wealth management operationsClient service managementAdvisor onboardingCustodian workflowsGoogle Suite proficiencyOperational systemsPeople managementHighly organizedPrioritization skillsExperience in fintechSalesforce experienceSeries 766 licensesBA/BS in financeExceptional communicationDetail-oriented

Required

5+ years of experience in wealth management operations, client service, or advisor support

2+ years of direct people management experience leading client service, operations, or associate teams

Hands-on experience with: Advisor onboarding and repapering, Money movement and account servicing, High-volume operational environments

Strong understanding of custodian workflows (Fidelity, Charles Schwab, Pershing, etc.)

High ownership mentality with the ability to operate autonomously in a fast-paced environment

Exceptional communication skills with advisors, clients, and internal stakeholders

Highly organized, detail-oriented, and strong at prioritizing in real-time

Strong technical proficiency with Google Suite and operational systems

Preferred

Experience working within a high-growth fintech or RIA platform

Prior experience managing remote, distributed teams

Series 7 and 66 or Series 65 licenses

BA/BS degree in finance, economics, or related field

Prior experience using Salesforce or similar CRM

Experience scaling operational teams through rapid growth

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)