Advisor Experience Manager, Savvy

• 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management
• Extremely strong interpersonal skills. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors
• Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs
• A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset
• Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality product
• Passion for solving complex problems and building scalable processes
• Comfort working in a high growth, constantly changing environment
• Adept at quickly learning and adopting new technologies
• You’ve got positive energy. You’re optimistic about the future and determined to get there
• You’re never tired of learning. You’re able to self-teach new platforms and ways of working
• You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow
• You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month
• You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines
• You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone

Desirable

• Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s wealth managers to ensure we are providing a best-in-class service to clients while driving critical business outcomes
• This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts
• The Operations team is a cross-functional team working across the whole company
• You will directly report to the Head of Finance & Biz Ops, who is a partner to the leadership team at Savvy focusing on high-impact strategic projects
• Work directly with the Head of Finance & Biz Ops to build strong, long-term relationships with financial advisors and empower them to provide a best-in-class service to clients
• Champion Savvy’s value proposition and be able to clearly articulate the impact of our solutions to advisors
• Be responsible for driving key business KPIs across software & financial product adoption and advisor satisfaction. Manage advisor retention and identify & reduce churn risk
• Ensure the advisor team feels fully supported by and is taking advantage of Savvy’s robust offerings
• Identify opportunities for deeper engagement by fostering a strong feedback loop with Savvy’s advisors; serve as the voice of the advisors to provide actionable feedback to cross-functional stakeholders
• Establish ongoing and evergreen programming and training to increase software and financial product utilization
• Collaborate with the sales team to ensure a smooth transition on handoffs; optimize advisor onboarding with key milestones that maximize impact in the first 90 days
• Balance several projects while remaining flexible and adaptive in a rapidly evolving environment
• Passion to do whatever it takes to solve complex problems and build scalable processes
• Contribute to improving our capabilities by enhancing existing processes