Advisor Experience Manager

About the role

This position centers on the success and satisfaction of financial advisors utilizing the Savvy platform, requiring a proactive approach to relationship cultivation. You will act as a key liaison, ensuring advisors receive the necessary support to leverage Savvy's ecosystem effectively for their practice. The role involves direct engagement with advisors to resolve challenges, promote feature adoption, and align their goals with platform capabilities. Your work will focus on building trust and providing expert guidance on software, services, and integrated financial products. Success in this position will be measured by advisor happiness, depth of platform utilization, and long-term retention. You will play a critical part in translating product value into tangible advisor outcomes and business expansion. This position requires empathy, strategic thinking, and a commitment to elevating the advisor experience at every touchpoint.

Key facts

What you'll do

• Orchestrate the end-to-end relationship lifecycle for a designated book of Savvy advisors, ensuring alignment with platform objectives.
• Partner with the Head of Advisor Experience to design and execute initiatives that strengthen advisor loyalty and decrease attrition.
• Translate complex Savvy platform functionalities into clear, advisor-centric narratives that highlight operational and strategic benefits.
• Monitor and optimize core advisor metrics, including activation rates, feature depth, and renewal likelihood.
• Analyze behavioral data and advisor interactions to identify early signals of disengagement and deploy targeted retention strategies.
• Synthesize qualitative and quantitative advisor input to shape product enhancements and support workflows for internal stakeholders.
• Liaise with the Sales organization to guarantee cohesive handoffs, structured onboarding, and consistent post-sale support.
• Architect and lead educational initiatives, including workshops and learning paths, to empower advisors with advanced Savvy proficiency.
• Employ adaptive prioritization and time management to juggle competing demands in a fast-scaling environment.
• Evaluate existing support procedures and recommend iterative improvements that enhance efficiency without compromising advisor experience quality.
• Utilize artificial intelligence capabilities, such as Claude, to refine advisor communications and extract actionable insights from feedback channels.
• Champion a culture of continuous improvement by documenting best practices and scaling successful advisor support models.
• Coordinate cross-functional collaboration to address complex advisor needs that span multiple operational domains.
• Maintain up-to-date knowledge of platform changes and industry trends to provide timely, accurate guidance to advisors.

Requirements

• Hold a minimum of 3 years and up to 5+ years of professional experience focused on customer experience, account management, client engagement, or sales enablement.
• Demonstrate a proven capacity to develop strong, trust-based relationships with senior-level financial advisors.
• Bring hands-on experience in onboarding, training, and facilitating the adoption of technology solutions or service offerings.
• Exhibit a client-first mindset with strong accountability, reliability, and follow-through on commitments and ownership of outcomes.
• Show competence in leveraging AI instruments to boost advisor interaction and to synthesize qualitative feedback efficiently.
• Display the ability to rank assignments by importance, manage concurrent responsibilities, and perform effectively in a dynamic, high-growth setting.
• Exhibit a quick aptitude for mastering new applications, platforms, and technological tools relevant to the advisory sector.
• Communicate clearly and professionally in both written and verbal formats with diverse stakeholders.

Nice to have

• Bring prior work experience within the wealth management sector and familiarity with advisor workflows.
• Have a background in a high-growth startup environment where agility and ownership were essential.
• Possess experience within the services sector, particularly in roles centered on support, success, or client advocacy.

Practical notes

This is a hybrid role based in our Manhattan office. The schedule requires presence in the office on designated days to facilitate collaboration and team cohesion. Benefits include unlimited PTO, paid holidays, comprehensive medical, dental, and vision plans, 401(k), commuter benefits, HSA/FSA plans, in-office lunch and snacks, and access to mental health and wellness programs. Employment is contingent upon satisfactory completion of background checks and verification of credentials. The company is an equal opportunity employer and encourages applicants from all backgrounds to apply. Please ensure your application reflects relevant experience as the role requires direct interaction with financial professionals and autonomous decision-making. Applications will be reviewed on a rolling basis until the position is filled. Ensure your resume highlights specific instances where you managed advisor or client portfolios, implemented training programs, or utilized technology to improve client outcomes. This position demands resilience, proactive problem-solving, and a high level of emotional intelligence.