Advisor Experience Manager
Savvy WealthWealth Management company
New York, United StatesManager
Thrive Capital
Index Ventures
Alumni Ventures
Canvas Ventures
Brewer Lane Ventures
The House Fund
Sales & Account Management
About the role
TL;DR
Manage advisor relationships, drive platform adoption, and ensure advisor success on Savvy's wealth management platform.
- •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.
- •Key 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 Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams Design and deliver ongoing training, programming, and enablement to help advisors become power users Continuously improve processes and workflows to support scale without sacrificing quality Requirements 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 Proficiency using AI tools to scale advisor engagement and synthesize feedback
Required skills
Anthropic APIExcel
Domain expertise
fintech
Benefits & perks
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) 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)
Tech stack
Anthropic APIExcel
