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New York, New York, United States
Onsite
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
Savvy is looking for a Director of Advisor Onboarding to own and scale how wealth management practices move their businesses onto Savvy. When an advisor joins us, they're moving everything: their team, their clients, their systems, and the way they've run their practice for years. This leader makes that move fast, predictable, and something advisors feel great about.
Advisor Onboarding owns the advisor's journey from signature until they’ve established their practice at Savvy. The Director leads the team that runs this end to end: managing every workstream of the move, keeping the advisor confident and bought in, and enabling them and their team to work the Savvy way. For enterprise teams, the work looks a lot like a consulting deployment: learn how the business ran before, then map it onto Savvy.
This role reports to the Head of Advisor Success and partners closely with Growth, Product, Operations, Compliance,Client Experience, and IT. It's ideal for a senior operator who has run onboarding or deployment through hypergrowth, brings a consultative and commercial mindset, and has a strong executive presence with demanding customers.
Own and lead the Advisor Onboarding function, including hiring, training, performance management, and org design for a rapidly scaling team.
Build and run distinct onboarding motions for enterprise teams and emerging advisors, with clear segmentation, staffing models, and playbooks for each.
Build an enterprise deployment playbook: discovery of how each team runs today, mapping their workflows and roles onto Savvy, and a tailored plan to get them live.
Own advisor enablement so advisors and their teams are confident in Savvy's tools and ways of working by the time they hand off to Client Experience.
Act as program lead across every workstream of a transition, coordinating Client Transition Specialists, Operations, Compliance, and IT to hit one plan and one date.
Own onboarding KPIs and OKRs, including time to start date, time to assets transitioned, onboarding CSAT, signed-not-started rate, and enablement completion.
Build a capacity model tied to the Growth forecast so the team is staffed ahead of volume.
Partner with Growth on late-stage enterprise deals: join recruiting meetings, scope deployment complexity before signing, and set expectations the team can deliver.
Design and own the handoffs from Growth into Onboarding and from Onboarding into Client Experience.
Own the team’s AI and automation stack: build the workflows, agents, and tools that cut manual work from onboarding.
Serve as the senior escalation point for high-stakes onboardings and fix the underlying process behind each one.
8 to 12+ years in onboarding, implementation, deployment, consulting, or business operations, with 4+ years leading teams in a high-growth environment.
Proven experience building and scaling an onboarding or deployment program through rapid growth (2x+ volume), including managing managers.
Experience moving customers' whole operations onto a new platform: learning how their business runs, redesigning their workflows, and driving adoption.
Experience running both enterprise (high-touch, complex) and mid-market (repeatable, volume) motions.
Strong program management across many parallel workstreams and teams you don't directly manage.
Sales acumen: has partnered with Sales on late-stage deals and is comfortable presenting to and managing senior, demanding customers.
Track record designing enablement and change management for experienced professionals.
Tech-forward operator with a track record of using automation and AI to improve speed and quality.
Excellent communication, executive presence, and cross-functional influence.
Wealth management experience, especially advisor transitions (RIA, broker-dealer, wirehouse).
Experience at a recruiting-driven platform (wealth, real estate brokerage, healthcare practice platforms, PE-backed rollups).
Management consulting or implementation consulting background.
Experience leading or partnering on AI-enabled onboarding or service transformations.
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring 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)
Benefits are available to full-time employees
