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About the Role
Savvy Wealth is seeking a Senior Strategic Growth Associate, Advisor Recruiting to attract top financial advisors and wealth managers to the firm. This role is crucial for identifying, sourcing, and nurturing advisors with transferrable books of business, reporting directly to the SGA Manager.
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 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.
Requirements
- 1-2 years of full-cycle recruiting and/or sales experience.
- Bachelor’s degree.
- Highly motivated and resilient by achieving targets consistently.
- Ability to quickly build rapport, primarily via phone-based or video 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.
- Direct experience with navigating the complexities of recruiting and/or selling to financial advisors/ wealth managers.
- Experience at a RIA, broker-dealer, wirehouse and/or custodian.
- Ideally from the Financial Sector or experience in revenue-producing recruitment.
- Master’s degree is a plus.
Skills
- Prospecting
- Lead qualification
- Reporting
- Digital channels
- Advisor databases
- Email campaigns
- Social media
- Phone-based communication
- Cold-calling
- CRM software
- Sales tools
- Salesforce
- LinkedIn Recruiter
- GSuite
Location
- NYC office in Union Square
Work Type
- Full-time
Experience Level
- Senior
- 1-2 years of full-cycle recruiting and/or sales experience
Education Level
- Bachelor's degree
- Master's degree is a plus
Salary/Compensations
- Competitive salary and equity package
Benefits
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring 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 the Company
- Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor.
- Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves.
- Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support.
- AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
- The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026.
- We're a Certified Great Place to Work and have been honored for our culture and our growth: Newsweek's America's Greatest Startup Workplaces (2026), Fortune Best Workplaces in New York™ (2026), Great Place to Work Certified™