高级战略增长助理，顾问招聘
Senior Strategic Growth Associate, Advisor Recruiting
## **关于Savvy Wealth：**
财富管理是一个价值5450亿美元的行业，仍然依靠人工操作。75%的顾问除了电子邮件之外没有提供任何数字沟通方式，大多数仍然在Excel中手动构建财务计划。Savvy正在重新定义成为一名财务顾问的意义。创始人Ritik Malhotra在亲自寻找自己的顾问时亲眼目睹了行业的碎片化，于是创立了Savvy，为独立顾问提供一个现代、以AI为核心的家园。
Savvy是一家注册投资顾问（RIA），我们与希望增长但不想自己运营后台的有经验的财务顾问合作。顾问带来他们的客户群并加入Savvy，以他们自己的品牌（或我们的品牌）运营，Savvy会从他们管理的资产中收取一定比例的费用。作为回报，他们获得一个真正的“一站式”业务：专有的技术平台和客户门户、内部营销团队帮助他们成长、世界级的投资管理团队，以及一个专门的客户服务团队负责日常运营和支持。Savvy的顾问可以服务的客户家庭数量比行业平均水平多50%，每周节省19小时。
人工智能贯穿我们的一切。在产品方面，Savvy Intelligence（2026年4月发布）是唯一为财富管理者打造的AI，能够看到客户的完整财务状况。内部，Savvy的每个人都使用Claude，并被鼓励进行实验，由专门的AI赋能团队支持，以及一个RevOps组织正在内部构建代理程序。
趋势陡峭且仍处于早期阶段。我们是一家C轮融资的公司，拥有170多名员工，已筹集2亿美元资金，今年有望实现1亿美元的年度经常性收入。Inc.将我们列为2026年美国增长最快的金融服务公司第一名。与我们一同打造下一阶段！
**荣誉：**
我们是一家经过认证的优秀工作场所，并因我们的文化和成长而受到表彰：
- 《新闻周刊》美国最佳初创企业工作场所（2026）
- 《财富》纽约最佳工作场所™（2026）
- Great Place to Work认证™
**职位描述：**
我们正在寻找一名高级战略增长专员，负责顾问招聘，加入我们充满活力的顾问增长团队。该职位将直接向SGA经理汇报，是吸引最优秀的财务顾问加入Savvy Wealth的关键角色。
您的主要职责是识别、挖掘并培养具有可转移客户群（最低2500万美元AUM）的财务顾问和财富管理者。这将通过拓展、线索筛选和有效报告来完成。主要拓展渠道包括：
查看英文原文
## **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 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**:
- 3+ 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)