Destava

Sr. Client Transition Specialist

Savvy is hiring for Sr. Client Transition Specialist in Remote - US. Remote, Senior level. First seen November 3, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Savvy
Where
Remote - US
Arrangement
Remote
Level
Senior
First seen
November 3, 2026
Listed via
Ashby

What the posting says

As a Senior Client Transition Specialist, you will own the most complex advisor book transitions end-to-end (large books, advisor teams, Broker Protocol moves, multi-custodian repapers) and act as an extension of the Onboarding Manager across every onboarding in flight. You will set transition plans, assign and balance work across the specialists, coach them day to day and assist the Onboarding Manager with people management (formal direct reports expected in 2027), partner with the manager on complex issues and escalations, and build the processes and automation that let the team absorb…

Read more and apply on Savvy's site

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