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Director of Client Experience
Full-time
About Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. Savvy is changing that by building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. Raised over $105M from Thrive Capital, Index Ventures, Canvas Ventures. Surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months.
The Role
Savvy is looking for a Director of Client Experience to own, scale, and evolve one of the company's most critical value drivers. This leader will be responsible for building a high-performance, tech-enabled Client Servicing function that delivers exceptional experience to Savvy Advisors while driving meaningful improvements in efficiency and cost-to-serve.
The Director of Client Experience will have end-to-end ownership of the Client Servicing function, leveraging AI-powered software and automated workflows to deliver exceptional client outcomes at scale.
