1-2 years of full-cycle recruiting and/or sales experience
Bachelor's degree
Highly motivated and resilient in achieving targets
Ability to quickly build rapport via phone or video communication
Proficiency in CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter)
Comfortable in an early-stage startup environment
Responsibilities
Conduct proactive outbound prospecting to identify and engage potential financial advisors
Research and analyze target companies and industries to understand their needs
Initiate contact with financial advisors through cold calls, emails, and social media
Qualify leads by conducting effective discovery conversations
Maintain accurate records of lead interactions in the CRM system
Stay updated on industry trends and competitive talent landscapes
Assist in developing and implementing recruiting strategies
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) with Mega backdoor Roth options
Commuter and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, dinner if you stay late
Access to virtual mental health care and health concierge services
Full Job Description
The Role:
We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Strategic 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 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:
1-2 years of full-cycle recruiting and/or sales experience.
Bachelor's degree
Highly motivated and resilient by achieving targets consistently
Ability to quickly build rapport, primarily via phone-based or video 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 recruiting and/or selling to financial advisors/ wealth managers
Experience at a RIA, broker-dealer, wirehouse and/or custodian
Ideally from the Financial Sector or experience in revenue-producing recruitment
Master's degree is a plus
Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
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)
