Advisor Experience Manager enhancing client success by partnering with financial advisors at Savvy. Focused on advisor satisfaction, product adoption, and driving engagement and retention strategies.
Responsibilities
Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion
Identify churn risk and proactively develop plans to mitigate it
Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
Design and deliver ongoing training, programming, and enablement to help advisors become power users
Balance multiple initiatives while adapting quickly as priorities evolve
Continuously improve processes and workflows to support scale without sacrificing quality
Requirements
3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
Experience onboarding, training, or enabling customers to adopt software or services
A customer-first mindset with strong ownership and follow-through
Ability to prioritize, multitask, and operate effectively in a fast-growing environment
Comfort learning and adopting new tools and technologies quickly
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
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)
Assistant Store Manager leading daily operations and supporting staff at Under Armour retail location. Driving sales, managing a high - performing team, and ensuring compliance with company standards.
Manager of Building Electrification and Efficiency overseeing third - party solicitations for PG&E's electrification and energy efficiency programs. Leading a team to execute competitive solicitations as part of the energy transition.
Senior Manager managing privacy compliance and data governance at PG&E. Leading privacy strategy and compliance programs while addressing regulatory risks and ensuring data protection.
Manager for Building Electrification and Efficiency at PG&E, leading solicitation processes and managing teams. Collaborate on clean energy solutions and program management.
Microbiology Manager at McCormick conducting risk assessments for new products and raw materials. Advising on microbiological controls and providing technical support throughout the supply chain.
Assistant Store Manager maximizing sales and customer service in retail environment at Lids Sports Group. Ensuring policy adherence and supporting store personnel development.
Transportation Manager overseeing the internal transportation operations at client sites in Amarillo. Responsible for compliance, team management, and service quality.
Senior Housekeeping Manager overseeing housekeeping staff and ensuring cleanliness in hotel facilities. Training employees and addressing guest concerns while managing supplies and compliance.
Food Service Manager overseeing dining operations and implementing customer dining solutions at Aramark. Engaging and developing team members while ensuring safety and financial targets are met.