Strategic Growth Exec: Wealth Advisor Partnerships& Equity

Savvy Wealth

New York (NY)

On-site

USD 250,000 - 285,000

Full time

6 days ago

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Benefits offered by this job

Competitive salary

Equity

Unlimited PTO

Medical benefits

401(k)

Office in Manhattan

Snacks provided

Mental health care access

Counseling support

Job summary

Savvy Wealth, a NYC-based AI-native wealth management firm, is seeking a Strategic Growth professional to bring top-producing financial advisors to Savvy. In this quota-carrying role you will partner with the SDR team to engage prospects and guide them through Savvy’s technology, marketing, and back-office support to build a scalable advisor business.

You will work directly with decision-makers, build lasting relationships, and navigate complex considerations to close deals ranging from $200K to

Qualifications

5+ years of quota-carrying sales experience.
Experience selling to senior executives and owners.
Deal sizes of $150K to $1M ARR.
Experience working in high-growth tech startups (2+ years).

Responsibilities

Bring top producing financial advisors with an existing book of business to Savvy by selling the Savvy value proposition.
Partner with the SDR team to engage prospects and qualify fit; build relationships as a business partner.
Identify key pain points and tailor the sales process accordingly.
Prepare for and run the recruiting process to showcase Savvy's technology platform and support.
Understand pricing/compensation expectations and craft contracts that work for both advisor and Savvy.
Leverage internal tools and keep them up to date based on sales activity.
Participate in regular business reviews with Leadership, sharing pipeline data and forecasts.