Teams at Savvy Wealth

Serve as the investment strategy resource for financial advisors by evaluating portfolios, identifying opportunities, building tax-aware proposals, and supporting client meetings. Manage account implementation from proposal through investment, including transition plans, trades, and model assignments. Explain investment strategies, markets, and portfolio positioning; train advisor groups; create educational materials; and partner with technology, marketing, and operations teams to improve workflows using AI and automation.

Owns revenue operations for the sales organization, including Salesforce administration, CRM governance, pipeline analytics, lead routing, territory design, data quality, AI-native GTM tool evaluation, call coaching systems, and sales reporting. Partners closely with sales, marketing operations, and finance to improve processes, maintain accurate data, and scale the go-to-market infrastructure.

Leads and scales the Advisor Implementation function, overseeing advisor transitions onto Savvy’s platform. Responsibilities include hiring and managing teams, developing enterprise and mid-market implementation motions, coordinating cross-functional deployment workstreams, defining KPIs and capacity models, partnering with Growth on complex deals, improving handoffs, and applying AI and automation to reduce manual work. Serves as the senior escalation point for high-stakes implementations and drives advisor enablement and adoption.