Director of Advisor Onboarding

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 Director of Advisor Onboarding to own and scale how wealth management practices move their businesses onto Savvy. When an advisor joins us, they're moving everything: their team, their clients, their systems, and the way they've run their practice for years. This leader makes that move fast, predictable, and something advisors feel great about.

Advisor Onboarding owns the advisor's journey from signature until they’ve established their practice at Savvy. The Director leads the team that runs this end to end: managing every workstream of the move, keeping the advisor confident and bought in, and enabling them and their team to work the Savvy way. For enterprise teams, the work looks a lot like a consulting deployment: learn how the business ran before, then map it onto Savvy.

This role reports to the Head of Advisor Success and partners closely with Growth, Product, Operations, Compliance,Client Experience, and IT. It's ideal for a senior operator who has run onboarding or deployment through hypergrowth, brings a consultative and commercial mindset, and has a strong executive presence with demanding customers.

RESPONSIBILITIES:

- Own and lead the Advisor Onboarding function, including hiring, training, performance management, and org design for a rapidly scaling team.

- Build and run distinct onboarding motions for enterprise teams and emerging advisors, with clear segmentation, staffing models, and playbooks for each.

- Build an enterprise deployment playbook: discovery of how each team runs today, mapping their workflows and roles onto Savvy, and a tailored plan to get them live.

- Own advisor enablement so advisors and their teams are confident in Savvy's tools and ways of working by the time they hand off to Client Experience.

- Act as program lead across every workstream of a transition, coordinating Client Transition Specialists, Operations, Compliance, and IT to hit one plan and one date.

- Own onboarding KPIs and OKRs, including tim