Jennifer Battles
Manager, Client Services at Savvy Wealth | Strategic Operations Leader | Driving Scalable Growth & Exceptional Experience
- Role
- Manager, Client Services at Savvy Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jennifer Battles
I am a strategic operations leader with more than 20 years of experience building and optimizing service-driven organizations. My work centers on designing scalable infrastructure, strengthening teams, and aligning systems to support sustainable growth.With deep experience in advisory and custodial environments, I understand the operational precision required to support independent financial advisors at scale. I thrive at the intersection of people, process, and technology — leveraging automation and modern platforms to reduce friction, enhance efficiency, and elevate the client experience.Currently, as Manager of Client Services at Savvy Wealth, I lead the evolution of a scalable, advisor-first service model within a digital-first, technology-enabled wealth platform. My focus is on operational excellence, cross-functional integration, and service innovation that empowers advisors to scale efficiently while maintaining meaningful client relationships.I approach leadership with an enterprise mindset — modernizing infrastructure, empowering teams, and positioning organizations for their next stage of growth in an increasingly technology-driven industry.
Experience
Manager, Client Services
Jan 2026 — Present · NY, US
As Manager of Client Services at Savvy Wealth, I lead the strategy and execution of a scalable, advisor-first service model within a digital-first, technology-enabled RIA platform designed to modernize wealth management. I oversee client service operations, custodial alignment, onboarding workflows, and cross-functional collaboration to ensure operational excellence and a seamless advisor and client experience.Bringing more than 20 years of operations leadership experience, I focus on strengthening service architecture through technology, automation, and process optimization. My work supports Savvy’s mission to empower independent advisors with infrastructure that enables efficient growth while preserving high-touch, relationship-driven service.I operate with an enterprise lens, positioning client service not only as operational support, but as a strategic lever in the platform’s growth and innovation strategy.
Education
Kennesaw State University - Michael J. Coles College of Business
Business, Management, Marketing, and Related Support Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.