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Sr. Deployment Strategist at Savvy · New York, NY · Joined
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Sr. Deployment Strategist

Savvy · New York, NY · Just now · 0 applicants
NewHybridFull-timeSenior
Pay
$150k–$165kListed
Workplace
Hybrid
Job type
Full-time
Level
Senior
Source: jobright · Posted by joined-scrapper

About the role

Savvy is hiring a Senior Deployment Strategist to own complex advisor transitions end-to-end, from planning to implementation, while building scalable onboarding processes. The role collaborates across teams, creates playbooks, and helps financial advisors navigate change in a fast-growing fintech environment.

What you’ll do

  • Lead complex advisor transitions from planning through implementation
  • Build scalable onboarding processes
  • Coordinate across teams
  • Turn complex information into clear guidance, presentations, and training
  • Manage multiple workstreams and keep stakeholders aligned
  • Create repeatable, scalable processes from learnings

What you’ll need

  • 5+ years in consulting, implementation, project management, onboarding, or a client-facing role
  • Track record of leading complex projects with multiple stakeholders
  • Strong client relationship and communication skills
  • Strong organization, prioritization, and follow-through
  • Comfort in a fast-growing business with evolving priorities
  • Ability to learn new technologies, workflows, and industries quickly

Original job description

Savvy is a registered investment advisor that partners with financial advisors and provides technology and operational support. The Senior Deployment Strategist leads complex advisor transitions from planning through implementation, while building scalable onboarding processes and coordinating across teams.You're never tired of learning. You're able to…

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