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Savvy Wealth is a Series C fintech company reinventing wealth management for independent financial advisors. The company operates as a registered investment advisor (RIA) that partners with experienced advisors, providing them a modern, AI-native platform, marketing support, investment management, and back-office operations. Savvy has raised $200M, employs 170+ people, and is on track for $100M ARR in 2026. Inc. ranked Savvy the No. 1 fastest-growing financial services company in America in 2026.
You will join the Strategic Growth team as a Senior Strategic Growth Associate focused on Advisor Recruiting. Reporting directly to the SGA Manager, your primary responsibility is to identify, source, and nurture financial advisors and wealth managers with transferrable books of business. You will be the key driver in building a pipeline of exceptional advisor candidates aligned with Savvy's values and vision.
Key Responsibilities:
- Conduct proactive outbound prospecting to identify and engage potential financial advisors via digital channels (advisor databases, email campaigns, social media) and phone-based cold calling
- 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 pain points and requirements
- Maintain accurate and up-to-date records of lead interactions and account information in CRM systems
- Stay current on industry trends, best practices, and competitive talent landscapes
- Assist in developing and implementing recruiting strategies and initiatives
- Work closely with the Advisor Growth team to refine target advisor profiles and outreach strategies
The role is based in Savvy's NYC office in Union Square and offers a competitive startup environment with strong growth trajectory.
Requirements:
- 1-2 years of full-cycle recruiting and/or sales experience
- Bachelor's degree
- Highly motivated and resilient, with consistent track record of achieving targets
- Ability to quickly build rapport primarily via phone-based or video communication
- Proficiency in CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite)
- Comfortable working in an early-stage startup environment
Nice to Have:
- Direct experience recruiting or selling to financial advisors, wealth managers, or within RIAs, broker-dealers, wirehouses, or custodians
- Background in the financial sector or revenue-producing recruitment
- Master's degree
