Sr. Client Transition Specialist at Savvy

Job description

About Savvy Wealth: 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™ The Role: Savvy is scaling fast, and the transition team is how new advisors get from signed to fully live on our platform. As a Senior Client Transition Specialist, you will own the most complex advisor book transitions end-to-end (large books, advisor teams, Broker Protocol moves, multi-custodian repapers) and act as an extension of the Onboarding Manager across every onboarding in flight. You will set transition plans, assign and balance work across the specialists, coach them day to day and assist the Onboarding Manager with people management (formal direct reports expected in 2027), partner with the manager on complex issues and escalations, and build the processes and automation that let the team absorb more advisors without adding headcount at the same rate. You will run your own book and raise the bar for everyone else's. Who you are: You've done this before. You've owned advisor transitions end-to-end at a custodian, RIA, broker-dealer, or fintech, and you know what breaks a repaper or an ACAT before it breaks. You're a step ahead. You see which transition is about to slip before anyone says so, and you act on it. You're detail-obsessed, and you spread it. You catch the error others miss, and you teach the people around you to catch it too. You make calls. Given incomplete data and a go-live date, you decide what blocks, what waits, and who needs to know, without waiting for permission. You build leverage. You turn a one-off fix into a repeatable workflow, document it, and use AI as a default tool while knowing exactly when to verify it. You communicate directly. You keep advisors, custodians, and teammates calm and informed under pressure, and you say the hard thing early. You have a humble, “can do” attitude and extreme ownership. You want to be part of a winning team, and you embrace being pushed out of your comfort zone. You will report to the Client Service Onboarding Manager. Responsibilities: Own the end-to-end transition of Savvy's most complex advisor books across custodians (Schwab, Fidelity), from transitio