savvy - Sr. Client Transition Specialist

• You've done this before. You've owned advisor transitions end-to-end at a custodian, RIA, broker-dealer, or fintech, and you know what breaks a repaper or an ACAT before it breaks. • You're a step ahead. You see which transition is about to slip before anyone says so, and you act on it. • You're detail-obsessed, and you spread it. You catch the error others miss, and you teach the people around you to catch it too. • You make calls. Given incomplete data and a go-live date, you decide what blocks, what waits, and who needs to know, without waiting for permission. • You build leverage. You turn a one-off fix into a repeatable workflow, document it, and use AI as a default tool while knowing exactly when to verify it. • You communicate directly. You keep advisors, custodians, and teammates calm and informed under pressure, and you say the hard thing early. • You have a humble, “can do” attitude and extreme ownership. You want to be part of a winning team, and you embrace being pushed out of your comfort zone. • You will report to the Client Service Onboarding Manager. • 5 to 8+ years in client operations, advisor transitions, onboarding, or account management in wealth management, with at least one full advisor book transition owned end-to-end. • Hands-on experience with Schwab and/or Fidelity custodial platforms and a deep grasp of account transfer, repaper, LPOA, and ACAT paperwork and NIGO resolution. • A track record of operating across many concurrent, deadline-driven workstreams and seeing risk before it surfaces. • Demonstrated judgment: you've made consequential calls with incomplete information and can explain how you decided. • Experience coaching, training, assigning work to, or QA'ing the work of others, with or without formal authority, and the desire to manage people formally. • Strong data hygiene and spreadsheet skills (lookups, validation, cleaning messy custodian exports) and the discipline to catch errors before they compound. • At least one process or automation improvement you built that other people adopted. • Fluent, daily use of AI tools for data and document work, with clear judgment about when to trust versus verify output. • Excellent written and verbal communication, with the confidence to keep advisors and custodians calm and informed under pressure. • A collaborative, low-ego, self-starter attitude with extreme ownership, and comfort in a high-growth, constantly changing environment. • Experience with Broker Protocol transitions, advisor teams, or books over $100M. • Familiarity with Orion, Salesforce, DocuSign, and bulk onboarding or CRM import tooling. • Experience building workflows or automations with AI tools (Claude, custom skills, scripts) beyond single-chat use. • Prior experience at a high-growth startup, custodian, RIA, or broker-dealer. • Experience formally managing a small operations team. • ADDITIONAL INFORMATION: