Client Transition Specialist

Summary

Savvy Wealth is a financial technology and wealth management company that provides independent advisors with technology, investment management, and operational support. The Client Transition Specialist owns the end-to-end transition of newly signed advisors’ books onto Savvy’s platform, coordinating paperwork, account transfers, stakeholders, and process improvements.

Responsibilities

• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers
• Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays
• Run data preparation and validation to ensure accuracy
• Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule
• Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions
• Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment
• Monitor and report on transition progress and flag risk situations early
• Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows

Skills

• You're resourceful. You figure things out, chase down answers, and don't wait to be told how to unblock a transition
• You're detail-obsessed. You catch the error others miss, because you know a single bad field can break a bulk upload or delay a transfer
• You're never tired of learning. You self-teach new platforms and custodial systems fast, and you're tech-•savvy• by default
• You appreciate direct communication. You're both an active communicator and an eager listener, and you stay calm and clear with advisors under pressure
• You can pivot on the fly. We are fast-growing, so priorities constantly evolve. What you worked on last month may not be the same next month
• You have a humble, “can do” attitude and extreme ownership. Our team creates high-quality work on quick timelines
• You want to be part of a winning team. We're stronger together, and you embrace being pushed out of your comfort zone
• 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast
• Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork
• Exceptional organization and attention to detail across many parallel, deadline-driven workstreams
• Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound
• Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure
• A collaborative, low-ego, self-starter attitude with an incredible ownership mentality
• Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools
• Comfort working in a high-growth, constantly changing environment
• United States
• Direct experience with Schwab and/or Fidelity custodial platforms
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce
• Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
• Prior work experience at a high-growth startup or a custodian, RIA, and broker-dealer
• Experience using AI tools to accelerate data or document work (validation, drafting, summarization)

Qualifications

Must Haves

• You're resourceful. You figure things out, chase down answers, and don't wait to be told how to unblock a transition
• You're detail-obsessed. You catch the error others miss, because you know a single bad field can break a bulk upload or delay a transfer
• You're never tired of learning. You self-teach new platforms and custodial systems fast, and you're tech-•savvy• by default
• You appreciate direct communication. You're both an active communicator and an eager listener, and you stay calm and clear with advisors under pressure
• You can pivot on the fly. We are fast-growing, so priorities constantly evolve. What you worked on last month may not be the same next month
• You have a humble, “can do” attitude and extreme ownership. Our team creates high-quality work on quick timelines
• You want to be part of a winning team. We're stronger together, and you embrace being pushed out of your comfort zone
• 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast
• Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork
• Exceptional organization and attention to detail across many parallel, deadline-driven workstreams
• Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound
• Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure
• A collaborative, low-ego, self-starter attitude with an incredible ownership mentality
• Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools
• Comfort working in a high-growth, constantly changing environment
• United States

Nice to Haves

• Direct experience with Schwab and/or Fidelity custodial platforms
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce
• Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
• Prior work experience at a high-growth startup or a custodian, RIA, and broker-dealer
• Experience using AI tools to accelerate data or document work (validation, drafting, summarization)

Benefits

• Equity package
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• 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)
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office