Senior Strategic Growth Associate, Advisor Recruiting

🕒 Janeiro 22

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $80.000 - $120.000 / ano

⏰ Tempo Integral

🟠 Sênior

🎯 Recrutador

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Savvy Wealth

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2021

💳 Fintech

💸 Finanças

👥 B2C

Fintech • Finance • B2C

Savvy Wealth é uma empresa de gestão de patrimônio orientada por tecnologia que oferece serviços inovadores de planejamento financeiro e gestão de investimentos para indivíduos de alto patrimônio líquido. A empresa combina tecnologia avançada com consultores financeiros experientes para fornecer estratégias financeiras personalizadas, adaptadas às necessidades únicas de cada cliente. Com foco na transparência e nos interesses dos clientes, a Savvy Wealth capacita os clientes a rastrear seus investimentos e desempenho financeiro em um painel de controle facilmente acessível, garantindo uma experiência de gestão financeira abrangente e sem complicações.

Descrição

• 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

🎯 Requisitos

• 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 Have: 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

🏖️ Benefícios

• 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)