About Savvy:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role:
Our Strategic Growth team is the face of the company and the engine of our continued growth. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue. In its simplest form, the SGM’s role is to bring top producing wealth managers Savvy by effectively selling the Savvy value proposition (technology, marketing, culture and growth). Successful SGMs influence top advisors to leave their current brokerage and join Savvy. The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.
As an early member of the Go To Market organization, you will also have the opportunity to shape the culture of the organization, develop and refine playbooks, train new team members, and have a broad impact across the company.
Responsibilities:
Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition.
Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals.
Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly.
Prepare for and run the recruiting process to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors.
Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals.
Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity.
Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters.
Nuances for this role:
This is a quota carrying role. Our deal size is anywhere from $200k to $1M+ ARR, with an average time to close currently at less than two months.
This is a more humanized sale than your average technology sales process as you are dealing directly with decision makers. You can think of every financial advisor as the CEO of their own business — with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
Think about a top producing financial advisor who’s been with a firm for 10+ years. Their personal and professional identity is often wrapped up in that firm’s brand. Successfully educating a financial advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and ultimate focus to get the deal done.
The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds.
Must have:
5+ years of relevant sales experience in quota-carrying roles
2+ years of experience at a high growth tech startup.
Experience with deal sizes of $200k to $1M ARR.
Experience working with deal cycles ranging between 1-12 months.
Experience selling to Senior executives and owners
Nice to have:
Proficiency with revenue-related technology solutions, such as CRM (e.g., Salesforce), and sales and marketing tools (e.g., Apollo, Outreach, Gong, Orum).
Experience recruiting individuals either through a tech-enabled platform business, staffing agency or as a corporate recruiter.
Experience selling in the Financial Advisory / Wealth Management space (RIA, broker-dealer, bank).
Qualities:
Strong interpersonal skills, glass-half-full mentality
Self Starter attitude and ability to exercise judgement and solve difficult problems without direct supervision.
Problem solving: Strong problem-solving skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward.
Communication: Incredible communications and collaboration skills to effectively lead client meetings
Fast learner: You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.
Ownership mindset: Low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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)