Senior Strategic Growth Associate, Savvy
Advisor Recruiting
$80-120k
OTE
+ Equity
Tech-driven wealth management
Job no longer available
Tech-driven wealth management
21-100 employees
Job no longer available
$80-120k
OTE
+ Equity
21-100 employees
Company mission
To address the lack of technology adoption and fragmentation of services in the wealth management industry.
Role
Who you are
- 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
- 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
What the job involves
- 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
Our take
The wealth management industry is extremely lucrative. It’s a surprise, therefore, that it's adoption of modern tech has been relatively slow. Savvy is here to fix that, by pairing leading financial advisors and firms with proprietary automation, sales and marketing software. This enables them to focus more on client relationships and business growth.
By acquiring and partnering with firms, and hiring top advisors to equip with its suite of solutions, Savvy has the potential to shake up the industry. This combination of technology with expertise is what makes the company stand out and has contributed to its success thus far.
With a string of big fundraises, Savvy has been able to invest in rapid scaling through acquiring the right wealth management firms, as well expanding its own headcount. It is now focussed on advancing the development of its proprietary technology platform to deliver more value for advisors and their clients.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 4 rounds)
Aug 2024
$15.5m
SERIES A
Nov 2022
$11m
SERIES A
Total funding: $40.8m
Company benefits
- Hybrid workplace (NYC office with breathtaking views in the heart of Manhattan, or remote in the US)
- Equity package
- Unlimited PTO + paid company holidays
- Fully paid, best in class medical, dental, and vision plans
- $900 yearly HSA company contribution
- Company 401(k), Commuter, and FSA plans
- Relocation support (if you want to join us in NYC)
- Lunch, dinner, and snacks provided in the office
- Free virtual medical and mental health care ($550/year)
- Gym reimbursement ($400/year)
- Free access to OneMedical ($150/year)
Company HQ
Upper West Side, New York, NY
Leadership
Ritik Malhotra
(Founder & CEO)Co-founded and was CEO of digital payments startup Elph, which was acquired by Brex in 2019, and is now known as Brex Cash. Became Director of Product Management at Brex after Elph's acquisition. Co-founded and was CEO of cloud storage solution Streem, which Box acquired in 2014.
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