Senior Strategic Growth Associate, Advisor Recruiting
Senior Growth Marketing role at Savvy Wealth. Remote, United States · full-time · $80,000–$120,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- You’ll find and engage prospective financial advisors through proactive outbound outreach
- You’ll study target firms and industries to identify their needs, challenges, and fit
- You’ll start conversations using cold calls, email, and social media
- You’ll run discovery discussions to assess prospects’ needs and qualify leads
- You’ll document interactions in the CRM while tracking market trends and recruiting efforts
What you bring
- At least three years of full-cycle recruiting experience, preferably in financial services or with revenue-generating hires
- A bachelor’s degree in business, human resources, or a related discipline
- Strong persistence and motivation, with a record of consistently meeting hiring goals
- Confidence building relationships quickly through primarily phone-based communication
- Experience with CRM and recruiting tools such as Salesforce, LinkedIn Recruiter, and GSuite
Who this fits
You’ll suit a senior recruiting role focused on bringing financial advisors and wealth managers into an early-stage company. The position is remote in New York and full-time, with a strong emphasis on phone outreach, resilience, and hiring targets. It is part of Savvy’s talent community for future openings, so the initial conversations are exploratory rather than tied to an immediate hire.
From the employer
About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
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
This role is part of our talent community and is intended for future opportunities rather than an immediate hire. Are you open to informal, exploratory conversations as needs arise?
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) 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)