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In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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The ODR Housing program is a permanent supportive housing program serving individuals who are homeless, have a serious mental health disorder, and are diverted into services after being incarcerated in the Los Angeles County Jail. Clients in the ODR Housing program are referred to interim housing and assigned an Intensive Case Management Services (ICMS) provider, who works with the client as they transition from custody to community and on to permanent supportive housing.
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Transition your client book of business to the firm together with our best-in-class Client Transition Team Work with clients to gather data to define their financial planning and investment needs.
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The Transition Project Manager (internally known as Transition Specialist Representative) leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client Setup (NCS) Specialists to ensure a successful implementation by guiding our clients to 100% usage and adoption of the Paycom solution.
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Transition your client book of business to the firm together with our best-in-class Client Transition Team. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Uses established best practices to engage formal and informal resources for the client, including the transition, discharge, and aftercare plans of behavioral-health services while demonstrating a positive, strengths-based attitude of teamwork and shared leadership.
$21 - $23 an hourFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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You will need: 20 years’ experience in the Project management related to Oil & Gas/Refining/Petrochemical and preferred exposure in Energy Transition projects or Green Hydrogen and Low Carbon Solutions (Pilot Plant/Commercial Scale) projects.
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We take a quantitative approaching to helping our diverse client base understand the climate risks they may face, and to capitalize on their opportunities relating to a low-energy transition.
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What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
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The Transition Team provides client-centered, strengths-based, and trauma-informed services to Class Members with mental illness, co-occurring substance abuse disorders and physical health concerns, utilizing a harm reduction approach.
$62,100 - $69,400 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Ensures all open implementation tasks are completed, client(s) acceptance meeting is successfully conducted, and all handoff requirements are met per the process to indicate that the client is trained and prepared to transition to the long-term care teams (PSD/CRR.
$62,500 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens.
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The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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Knowledge of technologies, including iOS, VMWare Horizon client, Global Protect VPN, Cisco telephony, Workplace ONE Mobile Device Management, and various market data applications like Bloomberg, Fidessa, ICE, FactSet.
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