Strategic Growth Manager (Account Executive)

The role

You will bring top-producing financial advisors to Savvy by selling the company value proposition. You will partner with the SDR team to engage and qualify prospective advisors through a consultative sales process.

What you will do

• Bring top producing financial advisors with an existing book of business to Savvy
• Partner with the SDR team to engage and qualify prospective financial advisors
• Identify key pain points of prospective advisors and tailor the sales process
• Run the recruiting process to showcase technology, marketing, and operational support
• Customize pricing and compensation contracts based on advisor expectations
• Leverage and update internal tools based on sales activity
• Participate in regular business reviews with the Leadership Team

Required qualifications

• 5+ years of relevant sales experience in quota-carrying roles
• Experience with deal sizes of $150K to $1M ARR
• Experience working with deal cycles ranging from 1–12 months
• Experience selling to senior executives and owners
• Proficiency with revenue-related technology, such as AI (Claude, ChatGPT, etc.)
• Proficiency with CRM tools (e.g., Salesforce)
• Proficiency with sales and marketing tools (e.g., LinkedIn, Outreach, Gong, etc.)

Nice to have

• Experience recruiting individuals through a tech-enabled platform business, a staffing agency, or as a corporate recruiter
• Experience selling in the financial advisory / wealth management space (RIA, broker-dealer, bank)
• 2+ years of experience at a high-growth tech startup

Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO
• Paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options)
• Commuter plans
• HSA/FSA plans
• Lunch and snacks provided in the office
• Dinner if you stay late
• Access to virtual mental health care (Spring Health)
• Health concierge (Rightway)

About the company

Savvy is a registered investment advisor (RIA) that provides a modern, AI-native home for independent financial advisors. The company offers a proprietary tech platform, marketing, investment management, and client services to help advisors grow.