Sr. Client Transition Specialist

📋 Description

• Own the end-to-end transition of Savvy's most complex advisor books across custodians (Schwab
• Act as an extension of the Onboarding Manager: own assignment of new onboardings to specialists
• Solve complex issues and escalations (NIGO, custodian, vendor, data, advisor) together with the
• QA paperwork, transition spreadsheets, and trackers on high-risk books before submission; run
• Assist the Onboarding Manager with people management of the Transition Specialists: regular 1:1s
• Lead pre-go-live transition planning with Sales and the advisor's team: data readiness, sequencing

🎯 Requirements

• 5 to 8+ years in client operations, advisor transitions, onboarding, or account management in
• Hands-on experience with Schwab and/or Fidelity custodial platforms and a deep grasp of account
• A track record of operating across many concurrent, deadline-driven workstreams and seeing risk
• Demonstrated judgment: you've made consequential calls with incomplete information and can explain
• Experience coaching, training, assigning work to, or QA'ing the work of others, with or without
• Strong data hygiene and spreadsheet skills (lookups, validation, cleaning messy custodian exports)

🎁 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