Client Transition Specialist

The Role:

Savvy is looking for a detail-obsessed, resourceful operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform. Advisors choose Savvy in part because we make moving their practice painless — you are the person who delivers on that promise, driving each transition from signed to fully live with speed, precision, and a white-glove touch. Our fast-moving team has already transitioned 30+ advisors and over $2B in assets this year, and your work directly determines how quickly Savvy can grow and how every new advisor experiences us from day one. This role gives you significant exposure to Savvy’s Operations, Advisory, Product, and Client Servicing efforts.

Who you are:

• 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.

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.

Must Have:

• 3 to 5+ years specifically owning advisor account transitions/onboarding at a wealth management firm, RIA, custodian, or broker-dealer — general client servicing experience alone does not meet this bar.
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce.
• Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
• Proactive experience with post-start NIGO remediation and account transfer follow-through.
• 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.

Nice to have:

• Direct experience with Schwab and/or Fidelity custodial platforms
• Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
• Experience using AI tools to accelerate data or document work (validation, drafting, summarization)

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
• 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)