Manage the end-to-end transition of financial advisors' books of business, ensuring accurate paperwork and timely account transfers. Act as the primary point of contact for advisors while coordinating with internal teams and custodians to resolve issues and optimize workflows.
You will be responsible for identifying and acquiring top-producing financial advisors to join the Savvy platform through a consultative sales process. This involves managing the full sales cycle, building strong relationships with prospects, and collaborating with internal teams to ensure successful business transitions.
The Senior Client Associate will provide operational and administrative support to wealth managers while ensuring exceptional day-to-day client service. They will also streamline onboarding processes, manage client data in Salesforce, and ensure adherence to compliance policies.
Build and grow your own financial advisory firm using Savvy's AI-powered platform and resources. Develop client relationships, provide comprehensive financial planning, and design investment portfolios while leveraging dedicated back-office support.
The role involves providing day-to-day operational and administrative support to wealth managers and their clients. Key duties include managing client onboarding, executing investment transactions, and improving internal operating procedures.
