Senior Strategic Growth Associate, Advisor Recruiting

Savvy Wealth is 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.

Requirements

• 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

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)