Senior Strategic Growth Associate, Advisor Recruiting position at Savvy Wealth.| Remote

Savvy Wealth Senior Strategic Growth Associate, Advisor Recruiting

Experience: 3-years

Pattern: Remote

Country:

Copy Link Report

Associate

Remote....Remote

Auto GPT Summarize Enabled

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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. 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.We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. 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. 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. Come help us scale!We’re always excited to meet exceptional talent and are opening this role to start informal, exploratory conversations. While we may not be hiring immediately, we review these applications on an ongoing basis and may reach out as future needs arise.Please note: This role is posted for future hiring needs.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.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.Responsibilities:Conduct proactive outbound prospecting to identify and engage potential financial advisorsResearch and analyze target companies and industries to understand their needs and challengesInitiate contact with financial advisors through cold calls, emails, and social media outreachQualify leads by conducting effective discovery conversations to uncover their pain points and requirementsMaintain accurate and up-to-date records of lead interactions and account information in our CRM systemStay up-to-date on industry trends, best practices, and competitive talent landscapesAssist in the development and implementation of recruiting strategies and initiativesMust 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 plusHighly motivated and resilient by achieving hiring targets consistentlyAbility to quickly build rapport, primarily via phone-based communicationProficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).Comfortable working in an early-stage startup environmentNice to Have:Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managersExperience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodianBenefits:Competitive salary and equity packageUnlimited PTO + paid company holidaysAccess to holistic medical, dental, and vision plansCompany 401(k), Commuter, and HSA/FSA plansNYC office in the heart of ManhattanLunch and snacks provided in the officeAccess to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right careAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Senior Strategic Growth Associate, Advisor Recruiting job opportunity at Savvy Wealth.

Saved Jobs

No Job Saved

Other Ai Matches