About Savvy Wealth
Savvy (dba Savvy Wealth, Savvy Advisors) is redefining financial wealth management for financial advisors through our unique blend of cutting-edge technology and personalized client experiences. We are more than just a wealth management platform; we are a movement to change the industry.
Job Description
We are actively seeking a Principal Financial Advisor Recruiter 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 Chief of Staff.Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $20M AUM) to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using other digital channels (e.g, email campaigns and social media).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.This position is open to both remote and hybrid in-person (NYC) candidates.
The target total cash compensation for this role is between $80,428 and $120,342 (includes both base salary and variable bonus components); this is not inclusive of any equity compensation.
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
Basic Qualifications
3+ years of experience in recruiting, sales, or customer-facing roles
Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus
Highly motivated and resilient by achieving sales targets consistently
Ability to quickly build rapport, primarily via phone based communication
Proficiency in using CRM software and sales tools (e.g., Salesforce, Apollo, Orum, LinkedIn Sales Navigator)
Comfortable working in an early-stage startup environment
Preferred Qualifications
Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
Direct experience with navigating the complexities of hiring/recruiting financial advisors and / or wealth managers
Personal Qualities
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
Additional Information
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits We Provide
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
Office located in the heart of NYC
Comprehensive wellness benefits
About Savvy
Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. 75% of wealth managers do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel). This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support.Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients.
We are able to grow rapidly by hiring/acquiring wealth managers with existing books of business and supercharging them with our software to make them dramatically more efficient and provide a better digital experience for them and their clients.We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex, Facebook, Airbnb, Uber, DoorDash, and Square.We’ve raised over $18M from many top-tier VC firms, including Index Ventures,Thrive Capital, and a panel of A-list executives from the wealth management industry.
Compensation:$80.428 - $120.342
