What are the responsibilities and job description for the Advisor Experience Manager position at Savvy Wealth?
About Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We’re looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. As an Advisor Experience Manager, you’ll partner closely with financial advisors and cross-functional teams to ensure advisors have the support, training, and tools they need to succeed on Savvy’s platform. You’ll be a key contributor in driving advisor satisfaction, product adoption, and long-term retention and expansion, while shaping how Savvy scales its advisor-facing experience.
This role offers significant exposure to cross-functional teams including Product, Operations, Growth, and Marketing, and provides an opportunity to influence strategic priorities based on advisor insights.
Responsibilities
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We’re looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. As an Advisor Experience Manager, you’ll partner closely with financial advisors and cross-functional teams to ensure advisors have the support, training, and tools they need to succeed on Savvy’s platform. You’ll be a key contributor in driving advisor satisfaction, product adoption, and long-term retention and expansion, while shaping how Savvy scales its advisor-facing experience.
This role offers significant exposure to cross-functional teams including Product, Operations, Growth, and Marketing, and provides an opportunity to influence strategic priorities based on advisor insights.
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
- 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
- Prior work experience in the Wealth Management industry
- Prior work experience at a high-growth start up
- Prior experience in the services industry
- 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)
Salary : $109,000 - $130,000