Client Transition Specialist

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.

You will report to the Client Service Onboarding Manager.

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 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.

Nice to have: - 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) Additional Information: Savvy Wealth 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 + 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)

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 - NYC office in the heart of Manhattan - Lunch and snacks provided in the office - 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)