Strategic Growth Partner for Wealth Advisor Teams

Savvy Wealth, Inc.; Northern (KY); Hybrid; USD 200,000 - 1,000,000; Full time

Benefits offered by this job

Equity package

Unlimited PTO

Medical, dental, vision

401(k) + HSA

NYC office

Office snacks

Mental health support

Counseling services

Job summary

Savvy Wealth, Inc. is redefining wealth management by providing independent advisors with a modern, AI-native home.

As part of the Strategic Growth team, you will win top-producing advisors, partnering with SDRs to engage prospects and guide them through Savvy’s technology, marketing, and operations stack. This role combines relationship depth with a data-driven sales approach in a fast-growing, NYC-focused environment.

Qualifications

• 5+ years of relevant sales experience in quota-carrying roles.
• 2+ years at a high-growth tech startup.
• Experience with deal sizes of $200K to $1M ARR.
• Experience selling to senior executives and owners.
• Proficiency with revenue-related technology (AI, CRM) and sales tools.

Responsibilities

• Bring top producing financial advisors to Savvy by selling the value proposition.
• Partner with SDRs to engage prospective advisors and qualify fit.
• Identify pain points and tailor the sales process accordingly.
• Prepare for and run recruiting process to showcase Savvy's platform and support.
• Understand pricing and transferability to customize contracts.
• Maintain internal tools and provide pipeline forecasts.
• Participate in regular leadership reviews and share learnings.

Skills

Quota-carrying sales

Tech startup experience

Selling to senior executives

CRM tools (Salesforce)

Tools

Salesforce

LinkedIn

Outreach

Gong

Job description

Savvy Wealth, Inc. is redefining wealth management by providing independent advisors with a modern, AI-native home.

As part of the Strategic Growth team, you will win top-producing advisors, partnering with SDRs to engage prospects and guide them through Savvy’s technology, marketing, and operations stack. This role combines relationship depth with a data-driven sales approach in a fast-growing, NYC-focused environment.