Teams at Savvy Wealth

Design end-to-end experiences for financial advisors, clients, and operations. Lead discovery, research, prototyping, and high-fidelity execution. Incorporate AI tools, leverage the design system, and ensure solutions account for advisor workflows, operational clarity, and sensitive financial moments.

Lead marketing for Savvy Wealth Investment Management, developing strategies to productize investment services for advisors and clients, and creating essential sales tools.

The Advisor Onboarding Manager will oversee the onboarding process for financial advisors, ensuring effective implementation and customer satisfaction while driving revenue results through rapid advisor activation.