Senior Onboarding Manager

Savvy Wealth

. Lead enterprise onboarding for enterprise and high-AUM advisor groups from signing through post-join asset transition .

Posted 10/14/2026full-timeNew York City • New York • United StatesSenior💰 $150,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading enterprise onboarding processes, managing multi-stakeholder transitions, and delivering tailored training for advisors. Possesses strong communication skills and a customer-centric mindset to drive successful outcomes in high-growth environments.

Highest-signal resume keywords

Project ManagementEnterprise OnboardingCustomer-Facing RoleTraining and Presentation SkillsWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding ProcessesTransition ManagementCompliance CoordinationRisk MonitoringProcess Improvement

Soft Skills

Excellent CommunicationRelationship BuildingEmpathyCollaborationProblem Solving

Tools & Technologies

Savvy SoftwareFinancial Products

Industry Keywords

FintechWealth ManagementHigh-Growth StartupAdvisor Transition FrameworksFinancial Services

About the role

Key responsibilities & impact

Lead enterprise onboarding for enterprise and high-AUM advisor groups from signing through post-join asset transition
Serve as the senior point of contact for advisor principals and operations leads
Coordinate complex transitions across Compliance, Legal, IT, Client Service, and Product
Escalate blockers early to maximize impact during the first 90 days
Deliver initial training and resources so advisors can quickly use Savvy’s software, tools, and financial products
Drive speed to revenue by onboarding advisors quickly
Act as the day-to-day advisor contact during the transition process
Balance multiple onboarding and activation processes while maintaining clear stakeholder communications
Monitor and report transition progress and potential risks
Coordinate with Client Servicing to ensure smooth client account transitions
Build enterprise transition playbooks and templates
Track transition speed and serve as a resource for other Onboarding Managers
Share lessons from enterprise transitions to improve team performance
Identify process breakdowns at scale and work with Product and Operations to resolve them
Report directly to the Advisor Onboarding Manager

Requirements

What you’ll need

5+ years in project management or onboarding in technology, fintech, or wealth management
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 when engaging with advisors
Training and presentation skills
Ability to adapt and personalize training styles for different advisors’ needs
Collaborative, low-ego, self-starter attitude
Strong ownership mentality and customer-centric mindset
Ability to plan and prioritize workload, 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
Ability to quickly learn and adopt new technologies
Prior wealth management industry experience is nice to have
Prior high-growth startup experience is nice to have
Prior financial services industry experience is nice to have
Familiarity with advisor transition frameworks and related compliance and registration steps is nice to have
Must be able to work four days per week in the Manhattan office
Must be based in New York or willing to relocate to New York
Work authorization in the United States is addressed in the application requirements

Benefits

Comp & perks

Competitive salary and equity package
Generous relocation package to help top talent move to the NYC office
Unlimited PTO and paid company holidays
Holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, and dinner if staying late
Virtual mental health care through Spring Health
Health concierge through Rightway
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP