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Savvy Wealth · 2 weeks ago

Advisor Experience Manager

NYC Office

Full-time

Onsite

Mid Level

$115K/yr - $130K/yr

3+ years exp

Savvy is a wealth management company aiming to modernize financial advice through a digital-first platform. The Advisor Experience Manager will work closely with financial advisors to provide support, training, and tools necessary for success on the platform, while driving advisor satisfaction and product adoption.

Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management

Responsibilities

Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform

Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction

Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products

Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion

Identify churn risk and proactively develop plans to mitigate it

Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams

Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience

Design and deliver ongoing training, programming, and enablement to help advisors become power users

Balance multiple initiatives while adapting quickly as priorities evolve

Continuously improve processes and workflows to support scale without sacrificing quality

Qualification

Customer success experienceOnboardingTraining experienceRelationship-building skillsWealth management experienceSales enablement experienceMultitasking abilityLearning new toolsCommunication skillsCustomer-first mindsetAdaptability

Required

3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement

Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically

Experience onboarding, training, or enabling customers to adopt software or services

A customer-first mindset with strong ownership and follow-through

Ability to prioritize, multitask, and operate effectively in a fast-growing environment

Comfort learning and adopting new tools and technologies quickly

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)