Advisor Experience Manager

Savvy Wealth(1 month ago)

HybridFull TimeManager$109,000 - $130,000Advisor Services

About this role

The Advisor Experience Manager at Savvy Wealth is responsible for managing relationships with a portfolio of financial advisors to drive engagement, satisfaction, and retention on the platform. This role involves collaborating closely with cross-functional teams, including Product, Operations, and Sales, to ensure advisors receive the support and training necessary for successful software adoption. The manager will also analyze key performance indicators, mitigate churn risks, and serve as the voice of the advisor within the organization to improve the advisor-facing experience.

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Required Skills

Advisor Relationships
Customer Engagement
Training Development
Retention Strategies
KPI Tracking
Feedback Loop
Cross-Functional Collaboration
Process Improvement
Multitasking
Customer Success Experience

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About Savvy Wealth

savvywealth.com

Savvy is a technology-driven wealth management firm that specializes in providing tailored financial services and advice to clients across the United States. With a user-friendly digital platform at its core, Savvy offers personalized financial roadmaps, investment management, retirement planning, and various other services designed to enhance clients' financial wellbeing. As a registered investment advisor, the company emphasizes a customized approach, ensuring that each client receives the attention and strategy necessary to achieve their unique financial goals. Savvy aims to redefine traditional wealth management by integrating advanced technology with expert human insight.