layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Senior Advisor Onboarding Manager at Savvy Wealth

Enterprise Onboardings
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.
Raising the Bar
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.
Must have: 5+ years in a project management or onboarding in technology, fintech, or wealth management.
A track record of leading multi-stakeholder transitions, including enterprise or multi-advisor groups.
Demonstrated success in a customer-facing role. 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 output.
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.
Nice to have: Prior work experience in the Wealth Management industry
Prior work experience at a high-growth start up
Prior experience in the financial services industry
Familiarity with advisor transition frameworks and the compliance and registration steps that come with them.
Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Senior Advisor Onboarding Manager

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