Senior Strategic Growth Associate, Advisor Recruiting

Savvy Wealth savvywealth.com Open · verified Sep 11, 2026

Remote New York Full-time Senior Growth Marketing

Senior Growth Marketing role at Savvy Wealth. Remote, United States · full-time · $80,000–$120,000 base.

SalaryStated by Savvy Wealth

$80,000 – $120,000

Base salary for this role, in USD per year, as published in the posting.

This role, from Savvy WealthOur estimate for the market: $125,000–$184,500

Below the market median of $155,000 for senior growth marketing roles in New York, compared against the New York market.

Worked out from 48 postings that stated pay, median $155,000. Last updated Sep 9, 2026.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Find and engage financial advisors and wealth managers with transferable books meeting Savvy’s minimum asset threshold
Use advisor databases, email, social media, and phone outreach to build a qualified prospect pipeline
Lead discovery conversations that uncover advisor pain points and requirements
Keep CRM records current with lead interactions and account information
Support recruiting initiatives while monitoring industry trends, practices, and competitive talent landscapes

What you bring

At least three years of full-cycle recruiting experience, ideally in financial services or revenue-producing roles
A bachelor’s degree in business, human resources, or a related field; a master’s degree is a plus
The resilience and drive to meet hiring targets, plus quick rapport-building through phone conversations
Working knowledge of CRM and sales tools such as Salesforce, LinkedIn Recruiter, and GSuite
Comfort working in an early-stage startup

Who this fits

This role suits a recruiter who can prospect by phone and digital channels, qualify financial advisor candidates, and maintain disciplined pipeline records. Direct recruiting experience with financial advisors or wealth managers is a plus, especially at an RIA, broker-dealer, wirehouse, or custodian. It is a full-time remote role listed in New York and reports to the SGA Manager.

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.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

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

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)