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Sr. Deployment Strategist

Savvy Wealth· Advisor Services
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Hybrid (NYC Office)Full-timePosted 4d ago

About the role

Senior role leading enterprise onboarding and advisor transitions, owning the end-to-end onboarding lifecycle from planning to implementation, collaborating cross-functionally to scale onboarding processes for Savvy’s growth.

Responsibilities

  • Lead enterprise onboarding: Own the transition lifecycle for enterprise and high-AUM advisor groups, from signing through post-join asset transition, as the senior point of contact for advisor principals, and operations leads.
  • Coordinate across teams: Keep complex transitions on track with Compliance, Legal, IT, Client Service, and Product, and escalate blockers early to maximize impact in the first 90 days.
  • Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.
  • Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
  • Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
  • Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.
  • Raise the bar for the team: Build playbooks and templates the enterprise transition playbook and templates, track transition speed, and be the go-to resource for other Onboarding Managers on complex transitions.
  • Share lessons from enterprise transitions so the whole team gets faster.
  • Spot where our process breaks at scale and work with Product and Operations to fix it.

Qualifications

  • 5+ years of experience in consulting, implementation, project management, onboarding, or a related client-facing role.
  • Track record of leading complex projects with multiple stakeholders, competing priorities, and meaningful business impact.
  • Strong client relationship skills.
  • Ability to turn complex information into clear guidance, presentations, and training tailored to different audiences.
  • Collaborative, low-ego approach and strong ownership.
  • Strong organization and prioritization skills.
  • Drive to solve complex problems and turn learnings into repeatable, scalable processes.
  • Comfort working in a fast-growing business with evolving priorities.
  • Ability to learn new technologies, workflows, and industries quickly. Prior experience in technology, fintech, or wealth management is helpful but not required.

Benefits

  • Competitive salary and equity package
  • Relocation package to NYC office
  • Unlimited PTO + paid company holidays
  • 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)
  • Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
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