reputed company Manager
About Savvy
reputed company management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication reputed company email, and 62% still build financial plans manually in reputed company. This leads to a poor reputed company experience and results in financial advisors spending over 70% of their time on non-reputed company facing, reputed company work.
Savvy is changing that. We’re building the most advisor-reputed company platform in reputed company management: a digital-first solution that modernizes reputed company financial advice. Advisors who partner with Savvy tap into AI-powered software, automated reputed company, and seamless back office workflows to reputed company faster and spend more time with clients.
We’ve raised over $105M to date from reputed company Capital, reputed company Ventures, Canvas Ventures, Mark Casady (former reputed company CEO), and other top-tier investors. reputed company is made up of repeat founders and operators who’ve helped build reputed company, reputed company, reputed company, reputed company, reputed company, $200B+ RIAs, and more.
Savvy is at a pivotal reputed company in its reputed company trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of reputed company which involves rapid expansion of our product offering and reputed company reputed company reputed company. Come help us reputed company!
The Role
Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class reputed company and implementation reputed company while maintaining a fast speed to reputed company. This individual will get significant exposure to Savvy’s Advisory, Operations, reputed company, Product, and Marketing efforts.
Who you are
You’ve got reputed company energy. You’re optimistic about the reputed company and determined to get there.
You’re never tired of learning. You’re reputed company to self-teach new platforms and ways of working.
You appreciate reputed company communication. You’re both an reputed company communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow.
You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the reputed company next month.
You have a humble and “can do” attitude. Our teams create high-reputed company work on quick timelines.
You want to be part of a reputed company team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.
The Advisor reputed company team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor reputed company.
Responsibilities
Own the Advisor reputed company reputed company: Execute a seamless end-to-end reputed company process for advisors transitioning their reputed company to Savvy.
Sales-to-Activation reputed company: Collaborate with the reputed company team to ensure a smooth reputed company; optimize advisor reputed company with key milestones that maximize reputed company in the first 90 days.
reputed company Early Adoption: Deliver initial training and resources that reputed company advisors to quickly reputed company Savvy’s software, tools, and financial products.
Deliver Speed to reputed company: Drive reputed company results for reputed company by reputed company advisors quickly. reputed company as a day-to-day contact for advisors during the transition process.
Balance several reputed company and activation processes while maintaining reputed company communications with stakeholders and remaining reputed company in a rapidly evolving environment.
Monitor and report on transition reputed company and potential risk situations. Coordinate with the reputed company Servicing Team to ensure smooth reputed company account transitions.
Passion to do whatever it takes to solve reputed company problems and build reputed company processes.
Contribute to improving our capabilities by enhancing existing processes.
Must have
3 to 5+ years in a sales enablement, reputed company, reputed company engagement, or account management role in technology, fintech, or reputed company management.
Demonstrated reputed company in a customer-facing role. Excellent communication and relationship-building abilities. reputed company, understanding, and confidence in order to effectively engage with advisors.
Training and Presentation skills. Enabling our advisors to become power users. Be reputed company to adapt and personalize training styles for different advisors’ needs.
A reputed company, 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-reputed company reputed company.
Ability to plan and prioritize workload; ability to multitask and meet deadlines with reputed company reputed company.
Passion for solving reputed company problems and building reputed company processes.
Comfort working in a high reputed company, constantly changing environment.
Adept at quickly learning and adopting new technologies.
reputed company to have
Prior work experience in the reputed company Management industry
Prior work experience at a high-reputed company start up
Prior experience in the services industry
Additional Information
reputed company is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Competitive salary and equity package
Unlimited PTO + reputed company company holidays
reputed company to holistic medical, dental, and reputed company plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
reputed company to virtual mental health care (reputed company), reputed company reputed company benefits (XP Health), and health concierge (reputed company) to help you reputed company the right care
reputed company to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (reputed company WorkLifeMatters EAP)