Senior Strategic Growth Associate, Advisor Recruiting

Remote

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

Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
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 Must Have: - 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).
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

We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
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.
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.
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), 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)

ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
Come help us scale! The Role: We are 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 our SGA Manager.
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).
- Comfortable working in an early-stage startup environment Nice to Have: - Direct