Savvy Wealth

Senior Strategic Growth Associate, Advisor Recruiting

Remote - US · Senior

Sponsorship not specifiedDetected 11 days ago

SpringEmail MarketingSalesforceCRMOutbound SalesRecruitingResearchCommunication

About the role

We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team.
This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager.
Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm.

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
Ability to quickly build rapport, primarily via phone-based communication
75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel.
Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves.
Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage.
a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support.
Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).

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
Master's degree is a plus
Bachelor's degree in Business, HR, or a related field

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
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)

This listing is sourced directly from Savvy Wealth's careers page and normalized into a canonical job model.