Senior Client Transition Lead — AI-Driven Wealth Ops
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Savvy Wealth, NYC-based wealth management innovator, seeks a Senior Client Transition Specialist to own end-to-end advisor book transitions across custodians. You will coordinate with Onboarding, plan transitions, and drive escalations with custodians and vendors, ensuring smooth handoffs and scalable processes.
You will report to the Client Service Onboarding Manager and help scale our transition operations with AI-enabled workflows, while maintaining high standards of accuracy and
As a Senior Client Transition Lead — AI-Driven Wealth Ops, you will play an important part at Savvy in United States.
This is an excellent role to take on the Senior Client Transition Lead — AI-Driven Wealth Ops role at Savvy.
We invite applications for the Senior Client Transition Lead — AI-Driven Wealth Ops position located in United States.
The following opportunity is for a Senior Client Transition Lead — AI-Driven Wealth Ops with Savvy.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).