Senior Strategic Growth Associate, Advisor Recruiting

🕒 January 22

🇺🇸 United States – Remote

💵 $80k - $120k / year

⏰ Full Time

🟠 Senior

🎯 Recruiter

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Savvy Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ 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)