Senior Strategic Growth Associate, Advisor Recruiting

Summary

Savvy is a wealth management company aiming to modernize human financial advice through technology. The Senior Strategic Growth Associate will be responsible for attracting and recruiting top financial advisors to join the firm, primarily through proactive outreach and lead qualification efforts.

Responsibilities

• 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

Skills

• 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
• Bachelor's degree in Business, HR, or a related field; Master's degree is a plus
• Highly motivated and resilient by achieving hiring targets consistently
• Ability to quickly build rapport, primarily via phone-based 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
• 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

Qualifications

Must Haves

• 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
• Bachelor's degree in Business, HR, or a related field; Master's degree is a plus
• Highly motivated and resilient by achieving hiring targets consistently
• Ability to quickly build rapport, primarily via phone-based 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 Haves

• 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

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)