Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
Savvy Wealth is seeking a Manager, Strategic Growth to lead a remote team of Strategic Growth Associates. This role focuses on outbound pipeline generation, identifying and qualifying prospects for the sales team. The ideal candidate will bring operational rigor, hands-on coaching, and AI workflows to a fast-growing team, owning team performance and partnering with leadership to scale pipeline generation.
Responsibilities
- Own the full management loop for a team of SGAs: recruiting, onboarding, coaching, performance management, and career development.
- Build a coaching practice grounded in funnel analytics, running tailored 1:1s based on individual rep data.
- Design and iterate on ramp programs, outreach frameworks, and playbooks to standardize high-performing habits.
- Partner with Revenue Operations to build necessary systems, reporting, and metrics infrastructure.
- Maintain a clear, shared SQO quality bar in collaboration with a co-manager and the GTM team.
- Utilize AI tools by default for performance analysis, diagnosing rep patterns, prototyping coaching artifacts, and building reusable workflows.
- Stay informed about the target market and competitive landscape to inform targeting strategy, messaging, and coaching priorities.
Requirements
- 2+ years managing an outbound SDR, BDR, or pipeline-generation team responsible for quota attainment in a B2B SaaS environment.
- A coaching-first approach with tailored plans for each rep.
- Strong operational instincts focused on conversion rates, pipeline quality, and leading indicators.
- AI-native working style, utilizing AI for data analysis, artifact building, and scaling management leverage.
- Proficiency with CRM and sales tooling (e.g., Salesforce, Outreach, Gong, LinkedIn Sales Navigator, or equivalents).
- Proven ability to drive alignment and influence cross-functionally.
- Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers (Nice to have).
- Comfortable working in a fast-paced, early-stage startup environment (Nice to have).
Skills
- Pipeline generation
- Coaching
- Performance management
- Funnel analytics
- CRM
- Sales tooling
- AI tools
- Data analysis
- Targeting strategy
- Messaging guidance
Location
- Remote
- NYC
Work Type
- Remote
- Full-time
Experience Level
- Manager
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health)
- Health concierge (Rightway)
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
About the Company
- Savvy Wealth is reinventing wealth management with a modern, AI-native platform for independent financial advisors.
- They partner with experienced advisors, providing a tech platform, client portal, marketing, investment management, and client services.
- AI is integral to their operations, with proprietary AI for wealth managers and internal use of AI tools like Claude.
- Savvy is a Series B company with approximately 150 employees, experiencing over 500% year-over-year growth, backed by $105M in funding.
- The company is recognized as a Certified Great Place to Work, with honors including Newsweek's America's Greatest Startup Workplaces and Fortune Best Workplaces in New York™.