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.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

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:

We’re looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. As an Advisor Success 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

Must Have:

• 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

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

• Comfort learning and adopting new tools and technologies quickly

Nice to Have:

• 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) 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)