Savvy Wealth, Inc.
A leading wealth management firm in New York is looking for an Advisor Experience Manager to enhance advisor satisfaction and engagement on their platform. This role involves managing relationships with financial advisors, driving product adoption, and ensuring that advisors are well-supported. Successful candidates will have 3-5 years in customer success or account management, strong communication skills, and a customer-first mindset. The firm offers a competitive salary, equity package, and comprehensive benefits including unlimited PTO and health plans.
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