Client Transition Specialist

🕒 July 23

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 21%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Savvy Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.

📋 Description

• 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 while minimizing NIGO issues • Run data preparation and validation to ensure accuracy • Serve as the day-to-day point of contact for transitioning advisors • Communicate proactively and keep transitions on schedule • Coordinate with custodians, vendors, Operations, Product, and Client Servicing teams • Manage multiple concurrent transitions and maintain stakeholder communication • Monitor and report transition progress and flag risks early • Enhance existing processes and help build scalable, automated workflows • Report to the Client Service Onboarding Manager

🎯 Requirements

• 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 • Hands-on experience working across multiple custodians • Strong grasp of account transfer and onboarding paperwork • Exceptional organization and attention to detail across parallel, deadline-driven workstreams • Comfort with spreadsheets and validation logic • Excellent communication and relationship-building skills • Collaborative, low-ego, self-starter attitude with strong ownership mentality • Tech-savvy and adept at learning and adopting new technologies, including AI tools • Comfort working in a high-growth, constantly changing environment • Direct experience with Schwab and/or Fidelity custodial platforms is nice to have • Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce is nice to have • Power-user proficiency with Excel/Google Sheets, including lookups, data validation, and cleaning messy files, is nice to have • Prior experience at a high-growth startup, custodian, RIA, or broker-dealer is nice to have • Experience using AI tools for data or document work is nice to have

🏖️ 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) • Health concierge (Rightway) • Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) • NYC office in the heart of Manhattan • Lunch and snacks provided in the office