
51 - 200 employees
Founded 2021
💼 Consulting
🏥 Healthcare
📣 Marketing
Consulting • Healthcare • Marketing
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $250k - $285k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
👻 Ghost score 2%
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51 - 200 employees
Founded 2021
💼 Consulting
🏥 Healthcare
📣 Marketing
Consulting • Healthcare • Marketing
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.
• Bring top-producing financial advisors with an existing book of business to Savvy by effectively selling the Savvy value proposition • Partner with the SDR team to engage and qualify inbound and outbound prospective financial advisors • Build relationships with prospects as a business partner and help them understand paths to achieving their business goals • Identify prospective financial advisors' key pain points and tailor the sales process accordingly • Prepare for and run the recruiting process showcasing Savvy's technology platform, sales and marketing capabilities, and operational support • Understand pricing and compensation expectations and book-of-business transferability • Customize pricing and compensation contracts for advisors and Savvy • Leverage internal tools and keep them up to date based on sales activity • Participate in business reviews with the Leadership Team, sharing pipeline data, learnings, next steps, and forecasts
• 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 from 1–12 months • Experience selling to senior executives and owners • Proficiency with revenue-related technology, such as AI (Claude, ChatGPT, etc.), CRM tools (e.g., Salesforce), and sales and marketing tools (e.g., LinkedIn, Outreach, Gong, etc.)
• 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) 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)
Apply Now🔥 5 minutes ago
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