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Savvy Learning Jobs (NOW HIRING)

Savvy Advisors, Inc.

Senior Client Associate

$65K - $75K/yr

Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the ... Adept at quickly learning and adopting new technologies. Nice to have: * Series 7 and 66 or Series ...

Planet DDS

Learning Consultant

Irvine, CA

Engaging Communicator - You bring energy to training sessions and make learning enjoyable. * Tech-Savvy Problem Solver - You can translate complex workflows into simple, actionable steps. Benefits:

Planet DDS

Learning Consultant

Irvine, CA · On-site +1

$65K - $75K/yr

Engaging Communicator - You bring energy to training sessions and make learning enjoyable. * Tech-Savvy Problem Solver - You can translate complex workflows into simple, actionable steps. Benefits:

Planet DDS

Learning Consultant

Irvine, CA

$65K - $75K/yr

Engaging Communicator - You bring energy to training sessions and make learning enjoyable. * Tech-Savvy Problem Solver - You can translate complex workflows into simple, actionable steps. Benefits:

ERP SAVVY LLC

SAP ISLM Technical Consultant

Dallas, TX · On-site

$62.25 - $85/hr

ERP SAVVY is seeking a highly skilled SAP ISLM Technical Consultant with expertise in Artificial Intelligence (AI) , Machine Learning (ML) , and Python to support intelligent scenario lifecycle ...

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Savvy Learning information

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$32.5K

$63.8K

$99.5K

How much do savvy learning jobs pay per year?

As of Aug 21, 2026, the average yearly pay for savvy learning in the United States is $63,781.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What is a Savvy Learning?

A Savvy Learning job typically involves leveraging technology, data, and innovative strategies to enhance learning experiences and knowledge acquisition. Professionals in this field focus on improving training programs, implementing adaptive learning systems, and utilizing analytics to optimize learning outcomes. They may work in education, corporate training, or instructional design, ensuring that learners engage effectively with content. This role requires a mix of technical skills, creativity, and an understanding of how people learn best.

What are the primary responsibilities of someone in a Savvy Learning role?

Professionals in Savvy Learning roles are typically responsible for designing, implementing, and evaluating training programs tailored to the needs of employees or clients. This often involves collaborating with subject matter experts, assessing learning gaps, developing engaging materials, and tracking learner progress through digital platforms. Common challenges include staying current with rapidly evolving technologies and ensuring content remains relevant and engaging. Teamwork is essential, as Savvy Learning specialists frequently coordinate with HR, management, and department leaders to align training with organizational goals. This role offers excellent opportunities for growth, as those who excel can advance to senior learning and development positions or specialize in areas like instructional technology.

What are the key skills and qualifications needed to thrive in the Savvy Learning position, and why are they important?

To thrive in a Savvy Learning position, you need expertise in instructional design, curriculum development, and adult learning principles, usually supported by a background in education, training, or organizational development. Familiarity with learning management systems (LMS), e-learning authoring tools, and relevant certifications such as CPLP or ATD are often required. Creativity, strong communication, and the ability to adapt to changing learning needs are key soft skills for this role. These competencies are crucial for delivering effective, engaging training programs that enhance organizational learning and development.

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Savvy Learning jobs near you
Infographic showing various Savvy Learning job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $63,781 per year, or $30.7 per hour.

Senior Client Associate

Savvy Advisors, Inc.

Remote

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
  • Newsweek's America's Greatest Startup Workplaces (2026)
  • Fortune Best Workplaces in New Yorkâ„¢ (2026)
  • Great Place to Work Certifiedâ„¢

The Role:
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you'll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships.
This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services.
Responsibilities:
  • Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships.
  • Own best-in-class execution of all client tasks, requests and inquiries in a timely manner.
  • Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience.
  • Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers.
  • Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks.
  • Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more.
  • Create and maintain client data in Salesforce and other systems.
  • Ensure Savvy is adhering to all required compliance policies and procedures.
  • Protect clients by maintaining confidentiality of all personal and financial information.

Must Have:
  • 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.
  • A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality.
  • Excellent interpersonal and communication skills.
  • Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents.
  • Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once.
  • Adept at quickly learning and adopting new technologies.

Nice to have:
  • Series 7 and 66 or Series 65 licenses.
  • BA/BS degree in finance, economics, or related field.
  • Advanced degrees or designations such as CFP, CPA, CFA
  • Prior experience using Salesforce
  • Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services
Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Apply