The Role: We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager.
Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling).
You will work closely with the Advisor Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision.
Responsibilities:- Conduct proactive outbound prospecting to identify and engage potential financial advisors
- Research and analyze target companies and industries to understand their needs and challenges
- Initiate contact with financial advisors through cold calls, emails, and social media outreach
- Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements
- Maintain accurate and up-to-date records of lead interactions and account information in our CRM system
- Stay up-to-date on industry trends, best practices, and competitive talent landscapes
- Assist in the development and implementation of recruiting strategies and initiatives
Must Have:
- 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
- Bachelor's degree in Business, HR, or a related field; Master's degree is a plus
- Highly motivated and resilient by achieving hiring targets consistently
- Ability to quickly build rapport, primarily via phone-based communication
- Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).
- Comfortable working in an early-stage startup environment
Nice to Have:- Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers
- Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
Benefits:- 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), 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)
