Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 8 hours agoWe saw it 53 min after it went up

Head of Advisor Success

Savvy Wealth32 open roles

Pay
$220,000 – $240,000 a year
Where
NYC Office
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowHead of Advisor SuccessSavvy Wealth · NYC Office

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Savvy Wealth's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.8% of postings close within 7 days. Measured by our own scanner across the market. Savvy Wealth postings stay open a median of 44 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.8%7 days
  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted 8 hours ago

Savvy Wealth median: 44 days open

The posting

ABOUT SAVVY WEALTH:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

- Newsweek's America's Greatest Startup Workplaces (2026)

- Fortune Best Workplaces in New York™ (2026)

- Great Place to Work Certified™

THE ROLE:

Savvy is looking for a Director of Advisor Implementation to own and scale how wealth management practices move their businesses onto Savvy. When an advisor joins us, they're moving everything: their team, their clients, their systems, and the way they've run their practice for years. This leader makes that move fast, predictable, and something advisors feel great about.

Advisor Implementation owns the advisor's journey from signature until they’ve established their practice at Savvy. The Director leads the team that runs this end to end: managing every workstream of the move, keeping the advisor confident and bought in, and enabling them and their team to work the Savvy way. For enterprise teams, the work looks a lot like a consulting deployment: learn how the business ran before, then map it onto Savvy.

This role reports to the Head of Advisor Success and partners closely with Growth, Product, Operations, Compliance,Client Experience, and IT. It's ideal for a senior operator who has run implementation or deployment through hypergrowth, brings a consultative and commercial mindset, and has a strong executive presence with demanding customers.

RESPONSIBILITIES:

- Own and lead the Advisor Implementation function, including hiring, training, performance management, and org design for a rapidly scaling team.

- Build and run distinct implementation motions for enterprise teams and emerging advisors, with clear segmentation, staffing models, and playbooks for each.

- Build an enterprise deployment playbook: discovery of how each team runs today, mapping their workflows and roles onto Savvy, and a tailored plan to get them live.

- Own advisor enablement so advisors and their teams are confident in Savvy's tools and ways of working by the time they hand off to Client Experience.

- Act as program lead across every workstream of a transition, coordinating Client Transition Specialists, Operations, Compliance, and IT to hit one plan and one date.

- Own implementation KPIs and OKRs, including time to start date, time to assets transitioned, implementation CSAT, signed-not-started rate, and enablement completion.

- Build a capacity model tied to the Growth forecast so the team is staffed ahead of volume.

- Partner with Growth on late-stage enterprise deals: join recruiting meetings, scope deployment complexity before signing, and set expectations the team can deliver.

- Design and own the handoffs from Growth into implementation and from implementation into Client Experience.

- Own the team’s AI and automation stack: build the workflows, agents, and tools that cut manual work from implementation.

- Serve as the senior escalation point for high-stakes implementations and fix the underlying process behind each one.

MUST HAVE:

- 8 to 12+ years in implementation, onboarding deployment, consulting, or business operations, with 4+ years leading teams in a high-growth environment.

- Proven experience building and scaling an implementation or deployment program through rapid growth (2x+ volume), including managing managers.

- Experience moving customers' whole operations onto a new platform: learning how their business runs, redesigning their workflows, and driving adoption.

- Experience running both enterprise (high-touch, complex) and mid-market (repeatable, volume) motions.

- Strong program management across many parallel workstreams and teams you don't directly manage.

- Sales acumen: has partnered with Sales on late-stage deals and is comfortable presenting to and managing senior, demanding customers.

- Track record designing enablement and change management for experienced professionals.

- Tech-forward operator with a track record of using automation and AI to improve speed and quality.

- Excellent communication, executive presence, and cross-functional influence.

NICE TO HAVE:

- Wealth management experience, especially advisor transitions (RIA, broker-dealer, wirehouse).

- Experience at a recruiting-driven platform (wealth, real estate brokerage, healthcare practice platforms, PE-backed rollups).

- Management consulting or implementation consulting background.

- Experience leading or partnering on AI-enabled implementation or service transformations.

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

- We offer a generous relocation package to help top talent make the move to our NYC office

- Unlimited PTO + paid company holidays

- Access to holistic medical, dental, and vision plans

- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans

- NYC office in Union Square

- Lunch and snacks provided in the office, & dinner if you stay late

- Access to virtual mental health care (Spring 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 are available to full-time employees

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Savvy Wealth's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Savvy Wealth's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Savvy Wealth's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.