客户过渡专员
Client Transition Specialist
## **关于Savvy Wealth：**
财富管理是一个价值5450亿美元的行业，仍然依赖人工操作。75%的顾问除了电子邮件之外不提供任何数字沟通，大多数仍手动在Excel中构建财务计划。Savvy正在重新定义成为财务顾问的意义。创始人Ritik Malhotra在寻求自己的顾问时亲身经历了行业的碎片化，于是创立了Savvy，为独立顾问提供一个现代、以AI为核心的平台。
Savvy是一家注册投资顾问（RIA），我们与希望成长但不想自己运营后台的资深财务顾问合作。顾问带来他们的客户群并加入Savvy，以他们自己的品牌（或我们的品牌）运营，Savvy会从他们管理的资产中抽取一定比例的费用。作为回报，他们获得一个真正的“一站式”业务：专有的技术平台和客户门户、内部营销团队帮助他们增长、世界级的投资管理团队，以及专门的客户服务团队负责日常运营和支持。Savvy的顾问服务的客户家庭数量比行业平均水平多出50%，每周节省19小时。
人工智能贯穿我们的一切工作。在产品方面，Savvy Intelligence（2026年4月发布）是唯一专为财富管理者打造的AI，能够看到客户的完整财务状况。在内部，Savvy的每个人都使用Claude，并被鼓励进行实验，由专门的AI赋能团队和一个构建内部代理人的RevOps组织支持。
趋势陡峭且仍处于早期阶段。我们是一家C轮融资公司，拥有170多名员工，已筹集2亿美元资金，今年有望实现1亿美元的年度经常性收入（ARR）。Inc.将我们列为2026年美国增长最快的金融服务公司第一名。与我们一同打造下一阶段吧！
**荣誉：**
我们是一家经过认证的优秀职场，并因文化与成长获得认可：
- 《新闻周刊》美国最佳创业办公场所（2026）
- 《财富》纽约最佳工作场所™（2026）
- Great Place to Work认证™
**职位描述：**
Savvy正在寻找一位注重细节、富有资源的运营人员加入我们的顾问过渡团队，负责将新签约顾问的客户群顺利迁移至Savvy的平台。顾问选择Savvy的部分原因是我们让迁移他们的业务变得简单——你就是实现这一承诺的人，以速度、精准度和高标准的服务推动每个过渡从签约到全面上线。我们快速发展的团队今年已经完成了30多位顾问及超过20亿美元资产的迁移，你的工作将对这一进程产生重要影响。
查看英文原文
## **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 looking for a detail-obsessed, resourceful operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform. Advisors choose Savvy in part because we make moving their practice painless — you are the person who delivers on that promise, driving each transition from signed to fully live with speed, precision, and a white-glove touch. Our fast-moving team has already transitioned 30+ advisors and over $2B in assets this year, and your work directly determines how quickly Savvy can grow and how every new advisor experiences us from day one. This role gives you significant exposure to Savvy’s Operations, Advisory, Product, and Client Servicing efforts.
**Who you are:**
- You’re resourceful. You figure things out, chase down answers, and don’t wait to be told how to unblock a transition.
- You’re detail-obsessed. You catch the error others miss, because you know a single bad field can break a bulk upload or delay a transfer.
- You’re never tired of learning. You self-teach new platforms and custodial systems fast, and you’re tech- _savvy_ by default.
- You appreciate direct communication. You’re both an active communicator and an eager listener, and you stay calm and clear with advisors under pressure.
- You can pivot on the fly. We are fast-growing, so priorities constantly evolve. What you worked on last month may not be the same next month.
- You have a humble, “can do” attitude and extreme ownership. Our team creates high-quality work on quick timelines.
- You want to be part of a winning team. We’re stronger together, 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 assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
- Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays.
- Run data preparation and validation to ensure accuracy
- Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule.
- Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.
- Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment.
- Monitor and report on transition progress and flag risk situations early.
- Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.
**Must Have:**
- 3 to 5+ years specifically owning advisor account transitions/onboarding at a wealth management firm, RIA, custodian, or broker-dealer — general client servicing experience alone does not meet this bar.
- Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce.
- Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
- Proactive experience with post-start NIGO remediation and account transfer follow-through.
- Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
- Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound.
- Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure.
- A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
- Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
- Comfort working in a high-growth, constantly changing environment.
**Nice to have:**
- Direct experience with Schwab and/or Fidelity custodial platforms
- Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
- Experience using AI tools to accelerate data or document work (validation, drafting, summarization)
**Additional Information:**
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
**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
- 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)
### **Benefits:**
- Competitive salary and equity package
- 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)