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Savvy Wealth

Advisor Experience Manager: Scale Adoption & Retention

Savvy Wealth, New York, New York, us, 10261

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A modern wealth management platform is seeking an Advisor Experience Manager to enhance the advisor experience and drive engagement on their platform. This role involves building relationships with financial advisors, measuring success metrics, and collaborating with cross-functional teams to support client needs effectively. Candidates should have 3–5 years of relevant experience and a strong customer-first mindset. Benefits include a competitive salary, unlimited PTO, and comprehensive health plans. #J-18808-Ljbffr