Senior Strategic Growth Associate, Savvy

• 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
• 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

Desirable

• 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
• 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