Client Transition Specialist

You’re never tired of learning.

You will report to the Client Service Onboarding Manager.

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)

Experience using AI tools to accelerate data or document work (validation, drafting, summarization)

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)

Savvy is looking for a detail-obsessed, resourceful operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform.

This role gives you significant exposure to Savvy’s Operations, Advisory, Product, and Client Servicing efforts.

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

Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.

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.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!