About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.

We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!

Job Description

We are actively seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to the head of Revenue Operations.

Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling).

You will work closely with the Advisor Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision.

This position is a remote position only, and can be based anywhere in the United States. The target total cash compensation for this role is between $80,000 and $120,000 (includes both base salary and variable bonus components); this is not inclusive of any equity compensation.

Responsibilities

• Conduct proactive outbound prospecting to identify and engage potential financial advisors

• Research and analyze target companies and industries to understand their needs and challenges

• Initiate contact with financial advisors through cold calls, emails, and social media outreach

• Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements

• Maintain accurate and up-to-date records of lead interactions and account information in our CRM system

• Stay up-to-date on industry trends, best practices, and competitive talent landscapes

• Assist in the development and implementation of recruiting strategies and initiatives

Basic Qualifications

• 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)

• Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus

• Highly motivated and resilient by achieving hiring targets consistently

• Ability to quickly build rapport, primarily via phone-based communication

• Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).

• Comfortable working in an early-stage startup environment

Preferred Qualifications

• Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers

• Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian

Personal Qualities

• Proactive: You don't wait for instructions; you act

• Adaptable: Comfortable in a fast-paced, ever-changing startup environment

• “Hunter” Mentality: You find creative ways to achieve your goal

• Coachable: Able to receive feedback, learn from it, and adapt their behavior or skills accordingly

• Cultural Builder: Passionate about shaping and maintaining the company culture

Additional Information

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits We Provide

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to best in class medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch, dinner, and snacks provided in the office

• Parental leave coverage (8 weeks) and support (Tilt)

• Access to virtual mental health care (Spring Health), vision related benefits (XP 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)