Client Experience Lead
Salary undisclosed
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About Savvy Wealth
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
The Role
The Client Experience Lead at Savvy Advisors will play a pivotal role in driving the success and efficiency of our Client Servicing team. You will be responsible for managing day-to-day operations, optimizing service workflows, building scalable systems to support growth, and providing dedicated support to Savvy’s financial advisors, especially with more complex client servicing needs. This role requires a balance of leadership, strategic thinking, and hands-on execution, all while ensuring a superior client experience.
Responsibilities
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
The Role
The Client Experience Lead at Savvy Advisors will play a pivotal role in driving the success and efficiency of our Client Servicing team. You will be responsible for managing day-to-day operations, optimizing service workflows, building scalable systems to support growth, and providing dedicated support to Savvy’s financial advisors, especially with more complex client servicing needs. This role requires a balance of leadership, strategic thinking, and hands-on execution, all while ensuring a superior client experience.
Responsibilities
- Client Servicing Team Management: Lead the Client Servicing team through goal setting & capacity planning, ongoing training & support, and fostering a client-centric culture focused on exceptional service delivery.
- Operational Efficiency & Process Improvement: Identify and implement process improvements to enhance operational efficiency, service workflows, and scalability while aligning with the firm’s growth objectives.
- Advisor Support & Issue Resolution: Act as the primary point of escalation for Savvy’s financial advisors, resolving complex client servicing challenges and ensuring timely and effective solutions.
- Team Hiring & Development: Lead recruitment, hiring, and development of the Client Servicing team, focusing on performance management and professional growth.
- Client Experience Enhancement: Continuously enhance the client experience by analyzing service trends, gathering feedback, and collaborating with cross-functional teams to implement improvements.
- Special Projects: Act as the project manager for special initiatives, including advisor transitions and system unlocks.
- 5+ years of experience in client service, preferably in the wealth management or financial services industry.
- Proven leadership skills with experience managing teams, driving operational efficiency, and ensuring high-quality client service delivery.
- Strong problem-solving abilities and experience supporting complex client servicing needs.
- Hands-on experience with key wealth management platforms and custodians such as Orion, Schwab, and Fidelity.
- Demonstrated ability to drive cross-functional collaboration with Product, Compliance, and Advisory teams to implement systematic improvements.
- A proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm’s growth and operational success.
- Enthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology.
- Ability to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail.
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 best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch, dinner, and snacks provided in the office
- Parental leave coverage (8 weeks) and support (Tilt)
- 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)
About Savvy Wealth
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
The Role
The Client Experience Lead at Savvy Advisors will play a pivotal role in driving the success and efficiency of our Client Servicing team. You will be responsible for managing day-to-day operations, optimizing service workflows, building scalable systems to support growth, and providing dedicated support to Savvy’s financial advisors, especially with more complex client servicing needs. This role requires a balance of leadership, strategic thinking, and hands-on execution, all while ensuring a superior client experience.
Responsibilities
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
The Role
The Client Experience Lead at Savvy Advisors will play a pivotal role in driving the success and efficiency of our Client Servicing team. You will be responsible for managing day-to-day operations, optimizing service workflows, building scalable systems to support growth, and providing dedicated support to Savvy’s financial advisors, especially with more complex client servicing needs. This role requires a balance of leadership, strategic thinking, and hands-on execution, all while ensuring a superior client experience.
Responsibilities
- Client Servicing Team Management: Lead the Client Servicing team through goal setting & capacity planning, ongoing training & support, and fostering a client-centric culture focused on exceptional service delivery.
- Operational Efficiency & Process Improvement: Identify and implement process improvements to enhance operational efficiency, service workflows, and scalability while aligning with the firm’s growth objectives.
- Advisor Support & Issue Resolution: Act as the primary point of escalation for Savvy’s financial advisors, resolving complex client servicing challenges and ensuring timely and effective solutions.
- Team Hiring & Development: Lead recruitment, hiring, and development of the Client Servicing team, focusing on performance management and professional growth.
- Client Experience Enhancement: Continuously enhance the client experience by analyzing service trends, gathering feedback, and collaborating with cross-functional teams to implement improvements.
- Special Projects: Act as the project manager for special initiatives, including advisor transitions and system unlocks.
- 5+ years of experience in client service, preferably in the wealth management or financial services industry.
- Proven leadership skills with experience managing teams, driving operational efficiency, and ensuring high-quality client service delivery.
- Strong problem-solving abilities and experience supporting complex client servicing needs.
- Hands-on experience with key wealth management platforms and custodians such as Orion, Schwab, and Fidelity.
- Demonstrated ability to drive cross-functional collaboration with Product, Compliance, and Advisory teams to implement systematic improvements.
- A proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm’s growth and operational success.
- Enthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology.
- Ability to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail.
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 best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch, dinner, and snacks provided in the office
- Parental leave coverage (8 weeks) and support (Tilt)
- 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)