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Savvy Wealth · 19 hours ago

Strategic Growth Manager

New York, NY

Full-time

Onsite

Senior Level

$200K/yr - $285K/yr

5+ years exp

Savvy Wealth is a modern wealth management company focused on transforming the industry through technology. As a Strategic Growth Manager, you will drive new revenue by attracting top financial advisors to the platform, working closely with decision-makers to showcase Savvy's value proposition.

Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management

Responsibilities

Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition

Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals

Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly

Prepare for and run the recruiting process to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors

Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals

Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity

Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters

Qualification

Sales experienceHigh growth tech startupDeal sizes $200k to $1MSelling to executivesCRM proficiencyRecruiting experienceWealth management experienceFast learnerInterpersonal skillsProblem solvingCommunication skillsOwnership mindset

Required

5+ years of relevant sales experience in quota-carrying roles

2+ years of experience at a high growth tech startup

Experience with deal sizes of $200k to $1M ARR

Experience working with deal cycles ranging between 1-12 months

Experience selling to Senior executives and owners

Strong interpersonal skills, glass-half-full mentality

Self Starter attitude and ability to exercise judgement and solve difficult problems without direct supervision

Strong problem-solving skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward

Incredible communications and collaboration skills to effectively lead client meetings

Fast learner: You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously

Low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done

Preferred

Proficiency with revenue-related technology solutions, such as CRM (e.g., Salesforce), and sales and marketing tools (e.g., Apollo, Outreach, Gong, Orum)

Experience recruiting individuals either through a tech-enabled platform business, staffing agency or as a corporate recruiter

Experience selling in the Financial Advisory / Wealth Management space (RIA, broker-dealer, bank)

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)