There are many people behind the scenes supporting you and your clients. This guide gives you a quick overview of what each role does, the work you can hand off to them, and when to reach out. You can find the specific people on your dedicated team in your onboarding materials or by asking your Advisor Experience Manager.

How to request work: Submit tasks through the Savvy Dashboard (app.savvywealth.com). This keeps your whole team in the loop so requests get picked up and completed faster than one-off messages. Instructions here: How do I create a task in Savvy Dash?

Your day-to-day partners

Advisor Experience Manager (AEM)

Your single point of contact once you're up and running. If you're not sure who should handle something, start here.

• Acts as your main relationship contact after onboarding
• Runs ongoing check-ins and office hours
• Helps you grow your practice

Reach out when: you have a question about who does what, want to talk through your experience with Savvy, or need help getting the right team involved.

Client Service Team

Handles the ongoing account operations that keep your clients' accounts running smoothly, from moving money to opening accounts and keeping client records accurate.

What you can request:

• Money movement — inbound or outbound transactions on a client account (wires, journals, MoneyLink transfers, periodic payments, Roth conversions).
• Account maintenance — beneficiary changes, account consolidations, bank linking, address and checkwriting updates, cost basis updates, account closures, and more.
• Open new account — open a new custodial account, options, and beneficiaries.
• Transfer of assets (ACATS) — transfer assets into an existing account from another custodian.
• Client info change — update client information across platforms (address, name, and similar).

Reach out when: you need something done on a client's account outside of trading and or billing.

Investment Operations (InvOps)