Backed by Techstars.
About the role
This is a unique opportunity to build and own Savvy’s enablement engine so Sales and Operations employees ramp faster, stay proficient as the business evolves, and consistently execute at a high level. You will own the end-to-end development of translating complex products, processes, and tools into practical, engaging training that improves employee performance and reduces the burden on functional leaders.
What they're looking for
- You have 5+ years of experience in enablement, learning & development, sales enablement, operations enablement, or a related role, with experience owning programs end to end
- You have experience building or meaningfully improving onboarding and ramp programs for customer-facing, revenue-generating, or operational teams
- You’re an exceptional facilitator and teacher who can make complex or dry topics simple, practical, engaging, and memorable
- You think about enablement through the lens of business performance and understand that the goal is not course completion — it’s faster ramp, stronger proficiency, better execution, and higher productivity
- You’re comfortable diagnosing ambiguous performance problems, identifying the underlying capability gaps, and translating them into actionable programs
- You’re a strong cross-functional partner who can work effectively with senior leaders and SMEs, extract the right expertise, and turn it into scalable learning
More about this role
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...
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