Savvy

1 day ago

Advisor Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Own day-to-day relationships with a portfolio of advisors and drive engagement, retention, and satisfaction on an AI-native wealth management platform. Partner with cross-functional teams to improve onboarding, training, and enablement, communicate product value to advisors, and measure KPIs like adoption, utilization, and expansion. Identify churn risk, synthesize advisor feedback, and help shape how the advisor-facing experience scales as the business grows.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Own day-to-day relationships with a portfolio of Savvy advisors and ensure 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 communicate the impact of software, services, and financial products.
•Drive advisor-facing KPIs including platform adoption, product utilization, retention, and expansion.
•Identify churn risk, build feedback loops with advisors, collaborate on sales handoffs/onboarding, and design ongoing training.

Pay and Benefits

Salary: USD 128,000 - 150,000 annually

Equity and Bonus:Equity

Perks:Paid LeaveHealth InsuranceDentalVision401kHsa/fsa

Key Requirements

•3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement.
•Strong relationship-building and communication skills to engage senior advisors confidently and empathetically.
•Experience onboarding, training, or enabling customers to adopt software or services.
•Customer-first mindset with strong ownership and follow-through.
•Proficiency using AI tools to scale advisor engagement and synthesize feedback.

Experience:3+ yearsWealth managementFinancial servicesHigh-growth startupServices

Skills:Relationship-buildingCommunicationOwnershipPrioritizationMultitasking

Tech Stack:AIClaudeExcelRevOpsSpring HealthRightwayWorkLifeMatters EAP

Company Brief

Savvy

Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.

Industry: Wealth Management

Website

Loading job details...

Preparing the role view and application actions.

Savvy

1 day ago

Advisor Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Own day-to-day relationships with a portfolio of Savvy advisors and ensure 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 communicate the impact of software, services, and financial products.
•Drive advisor-facing KPIs including platform adoption, product utilization, retention, and expansion.
•Identify churn risk, build feedback loops with advisors, collaborate on sales handoffs/onboarding, and design ongoing training.

Pay and Benefits

Salary: USD 128,000 - 150,000 annually

Equity and Bonus:Equity

Perks:Paid LeaveHealth InsuranceDentalVision401kHsa/fsa

Key Requirements

•3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement.
•Strong relationship-building and communication skills to engage senior advisors confidently and empathetically.
•Experience onboarding, training, or enabling customers to adopt software or services.
•Customer-first mindset with strong ownership and follow-through.
•Proficiency using AI tools to scale advisor engagement and synthesize feedback.

Experience:3+ yearsWealth managementFinancial servicesHigh-growth startupServices

Skills:Relationship-buildingCommunicationOwnershipPrioritizationMultitasking

Tech Stack:AIClaudeExcelRevOpsSpring HealthRightwayWorkLifeMatters EAP

Company Brief

Savvy

Industry: Wealth Management

Website