Backed by Techstars.
About the role
We’re looking for a Sr Deployment Strategist to lead our largest, most complex advisor transitions and help build the onboarding processes that support our next stage of growth. You’ll own onboarding from planning through implementation, making the move to Savvy smooth for advisors and getting them up and running quickly. This is a highly cross-functional role, partnering closely with Operations, Growth, Product, and Marketing to execute transitions and improve how we onboard at scale. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- You’re never tired of learning. You’re able to self-teach new platforms and ways of working
- You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow
- You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month
- You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines
- You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone
- 5+ years of experience in consulting, implementation, project management, onboarding, or a related client-facing role. We welcome consultants looking to move into an operating role and own outcomes from planning through execution
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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