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!

The Role

We are seeking a Manager, Strategic Growth to join our dynamic Advisor Growth team. The Manager will report to our Chief Growth Officer and lead a team of remote Strategic Growth Associates, who are pivotal to attracting the best financial advisors to Savvy Wealth.

Our Strategic Growth Associates are a dynamic outbound recruitment team responsible for identifying, sourcing, and nurturing financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. The Manager for this team will bring strong mentorship, operational excellence, and best practices to ensure that our GTM motion is highly effective and scalable as we continue to grow.

Responsibilities:

Own recruitment, training, and management for a team of high performing Strategic Growth Associates.
Build a highly engaged and motivated team culture that fosters the success and development of each team member.
Work closely with our Strategic Growth Managers and Chief Growth Officer to optimize a seamless sales cycle that is tailored to the financial advisor experience.
Develop an in-depth understanding of our industry and target companies in order to implement targeted recruiting strategies and initiatives.
Stay up-to-date on industry trends, best practices, and competitive talent landscapes.
In partnership with Revenue Operations, utilize best practices for systems & metrics in order to ensure team alignment and data-driven decision making.

Must Have:

Strong background in full-cycle recruiting, ideally in the Financial Sector or recruiting revenue-producing candidates
2+ years of experience managing a team that is responsible for sales or recruitment quota attainment
A proactive, collaborative approach to leadership that facilitates strong intra team and cross functional productivity.
Bachelor’s degree in Business, HR, or a related field
Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).

Nice to have:

Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers.
Comfortable working in a fast-paced, early-stage startup environment

Benefits:

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP 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)

Manager, Strategic Growth Associates