Savvy Wealth · 23 hours ago
Senior Strategic Growth Associate, Advisor Recruiting
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $120K/yr
3+ years expSavvy Wealth is a company focused on modernizing the wealth management industry through innovative technology. They are seeking a Senior Strategic Growth Associate to attract top financial advisors by identifying, sourcing, and nurturing candidates with transferable books of business, while collaborating closely with the Advisor Growth team.
Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management
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
Qualification
Required
3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
Bachelor's degree in Business, HR, or a related field; Master's degree is a plus
Highly motivated and resilient by achieving hiring targets consistently
Ability to quickly build rapport, primarily via phone-based 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
Preferred
Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers
Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
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)
Company
Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$105.8MKey Investors
The House Fund
2025-07-02Series B· $72M
2024-08-05Series A· $15.5M
2022-11-10Series A· $11M
Leadership Team
Ritik Malhotra
Founder & CEO
Recent News
2025-09-24
2025-09-24
2025-09-23
Company data provided by crunchbase