Senior Strategic Growth Partner

The role

The Senior Strategic Growth Partner will identify, source, and nurture financial advisors and wealth managers with transferable books of business. This is done through prospecting, lead qualification, and reporting via digital and phone-based channels.

What you will do

• 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

Required qualifications

• 3+ years of full-cycle recruiting and/or sales experience
• Bachelor’s degree
• Highly motivated and resilient by achieving targets consistently
• Ability to quickly build rapport, primarily via phone-based or video 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

Nice to have

• Direct experience with navigating the complexities of recruiting and/or selling to financial advisors/ wealth managers
• Experience at a RIA, broker-dealer, wirehouse and/or custodian
• Ideally from the Financial Sector or experience in revenue-producing recruitment
• Master’s degree

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, and HSA/FSA plans
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health) and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the company

Savvy is a registered investment advisor (RIA) that provides a modern, AI-native home for independent financial advisors. The company is a Series C firm with 170+ people.