Savvy Wealth
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.
Strategic Growth Manager
Job not on LinkedIn
August 9
🇺🇸 United States – Remote
💵 $200k - $285k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📈 Growth Marketing
🦅 H1B Visa Sponsor
Savvy Wealth
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
• Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. • Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. • 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. • Successful SGMs influence top advisors to leave their current brokerage and join Savvy. • This role will report directly to our Chief Growth Officer.
🎯 Requirements
• 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 • 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).
🏖️ 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 • 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)
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