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The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.

Manage end-to-end advisor transitions onto Savvy's platform: prepare and validate paperwork, run data validation, coordinate with custodians/vendors/internal teams, communicate with advisors, monitor progress, and improve transition processes to scale operations.