Strategic Growth Director — Wealth Advisor Partnerships
Savvy-Wealth
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Benefits offered by this job
Job summary
Savvy Wealth in New York City is seeking a Strategic Growth salesperson to bring top-producing financial advisors to Savvy and drive growth. You will partner with the SDR team, own the sales process, and build relationships with decision-makers to show how Savvy’s technology, marketing, and operations empower advisors to scale their business.
The role is quota-carrying, with deal sizes from $200K to $1M ARR and a fast-moving, high-EQ sales environment designed for experienced wealth-management
Qualifications
- 5+ years in quota-carrying sales roles.
- Experience selling to senior executives and owners.
- Experience with deal sizes of $200K–$1M ARR.
Responsibilities
- 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 prospective financial advisors, inbound and outbound, and qualify them to ensure they're a strong fit.
- Identify the key pain points a prospective financial advisor has and tailor the sales process accordingly.
- Prepare for and run the recruiting process to showcase Savvy's technology platform, sales and marketing capabilities, and operational support to prospective financial advisors.
- Understand a prospective advisor's pricing and compensation expectations and book-of-business transferability, and use that information to customize pricing and compensation contracts that work for both the advisor and Savvy.
- Leverage internal tools and keep them up to date based on your sales activity.
- Prepare for and participate in regular business reviews with the Leadership Team, sharing pipeline data, learnings, and next steps, and providing forecasts across your current pipeline and projections for future quarters.
Skills
Tools
Job description
Savvy Wealth in New York City is seeking a Strategic Growth salesperson to bring top-producing financial advisors to Savvy and drive growth. You will partner with the SDR team, own the sales process, and build relationships with decision-makers to show how Savvy’s technology, marketing, and operations empower advisors to scale their business.
The role is quota-carrying, with deal sizes from $200K to $1M ARR and a fast-moving, high-EQ sales environment designed for experienced wealth-management
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