Senior Strategic Growth Associate

📌 Core Information

🔹 Job Title: Senior Strategic Growth Associate, Advisor Recruiting

🔹 Company: Savvy Wealth

🔹 Location: United States (Remote)

🔹 Job Type: Full-Time

🔹 Category: Financial Services

🔹 Date Posted: May 21, 2025

🔹 Experience Level: Mid-Level (2-5 years)

🔹 Remote Status: Remote (US only)

🚀 Job Overview

Key aspects of this role include:

• Proactive outbound prospecting to identify and engage potential financial advisors
• Research and analysis of target companies and industries
• Initiating contact with financial advisors through cold calls, emails, and social media outreach
• Qualifying leads through effective discovery conversations
• Collaborating with the Advisor Growth team to understand target profiles and build a pipeline of exceptional candidates

ASSUMPTION: This role requires a proactive, adaptable, and hunter mentality to succeed in a fast-paced startup environment.

📋 Key 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

ASSUMPTION: This role involves a high degree of autonomy and requires strong organizational skills to manage multiple leads and projects simultaneously.

🎯 Required Qualifications

Education: Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus

Experience: 3+ years of full-cycle recruiting experience, ideally in the Financial Sector or recruiting revenue-producing candidates

Required Skills:

• Proven ability to achieve hiring targets consistently
• Strong communication skills, with a focus on 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

Preferred Skills:

• 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

ASSUMPTION: While a Master's degree is not required, it may be beneficial for candidates looking to advance their careers in a competitive field.

💰 Compensation & Benefits

Salary Range: $80,000 - $120,000 (includes both base salary and variable bonus components); this is not inclusive of any equity compensation. ASSUMPTION: This salary range is competitive for a mid-level role in the financial services industry and reflects the company's commitment to attracting top talent.

Benefits:

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to best in class medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• Parental leave coverage (8 weeks) and support (Tilt)
• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Working Hours: Full-time (40 hours/week) with flexible scheduling to accommodate remote work. ASSUMPTION: While the role is remote, candidates should expect to work core business hours to facilitate communication and collaboration with the team.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically wealth management technology

Company Size: Early-stage startup (less than 100 employees) ASSUMPTION: This company size offers a dynamic, fast-paced work environment with ample opportunities for growth and impact.

Founded: 2022 (less than 3 years ago) ASSUMPTION: Savvy Wealth is at a critical stage in its growth trajectory, with significant expansion plans in the near future.

Company Description:

• Savvy Wealth is a modern wealth management platform that empowers financial advisors with AI-powered software, automated sales and marketing, and seamless back-office workflows
• The company aims to scale faster and spend more time with clients by modernizing human financial advice
• Savvy Wealth has raised over $105M from top-tier investors, including Thrive Capital, Index Ventures, and Mark Casady (former LPL Financial CEO)

Company Specialties:

• Wealth management technology
• Advisor growth and recruitment
• AI-powered software for financial advisors

Company Website: savvywealth.com

ASSUMPTION: Savvy Wealth's focus on technology and innovation sets it apart in the wealth management industry, offering candidates the opportunity to work at the intersection of finance and tech.

📊 Role Analysis

Career Level: Mid-level, with opportunities for growth and advancement within the company

Reporting Structure: This role reports directly to the head of Revenue Operations

Work Arrangement: Remote (US only), with the expectation of working core business hours

Growth Opportunities:

• As the company grows, there will be opportunities for candidates to take on more responsibility and advance their careers
• Savvy Wealth's early-stage nature offers ample opportunities for candidates to make a significant impact on the company's success

ASSUMPTION: Candidates should be comfortable working in a fast-paced, ever-changing startup environment and be prepared to adapt to new challenges as the company grows.

🌍 Location & Work Environment

Office Type: Remote (no physical office)

Office Location(s): N/A (remote work only)

Geographic Context:

• The United States has a diverse range of financial services hubs, with many opportunities for candidates to network and build their careers
• Working remotely offers candidates the flexibility to live and work from anywhere in the US

Work Schedule: Full-time (40 hours/week) with flexible scheduling to accommodate remote work

ASSUMPTION: While the role is remote, candidates should expect to work core business hours to facilitate communication and collaboration with the team.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the hiring manager
• In-depth interview with the hiring manager and team members
• Final interview with the head of Revenue Operations

Key Assessment Areas:

• Recruiting experience and skills
• Industry knowledge and understanding of the wealth management landscape
• Adaptability and cultural fit within the company

Application Tips:

• Highlight relevant recruiting experience and achievements in your resume
• Tailor your cover letter to demonstrate your understanding of the wealth management industry and Savvy Wealth's mission
• Prepare for behavioral interview questions that focus on your problem-solving skills, adaptability, and cultural fit

ATS Keywords: Full-cycle recruiting, financial sector experience, CRM software, sales tools, cold calling, lead qualification, research and analysis, proactive, adaptable, hunter mentality, coachable, cultural builder

ASSUMPTION: Savvy Wealth uses an Applicant Tracking System (ATS) to manage and organize job applications. Including relevant keywords in your resume and cover letter can help your application stand out.

🛠️ Tools & Technologies

• CRM software (e.g., Salesforce)
• Sales tools (e.g., LinkedIn Recruiter, GSuite)
• Recruiting-specific software (e.g., Greenhouse, Lever)

ASSUMPTION: While not explicitly stated, it is likely that Savvy Wealth uses industry-standard recruiting tools and software to manage the candidate pipeline.

👔 Cultural Fit Considerations

Company Values:

• Proactive
• Adaptable
• Hunter mentality
• Coachable
• Cultural builder

Work Style:

• Fast-paced and dynamic
• Collaborative and team-oriented
• Focused on results and achieving hiring targets

Self-Assessment Questions:

• Do you thrive in a fast-paced, ever-changing startup environment?
• Are you comfortable working remotely and managing your own time?
• Do you have a proven track record of achieving hiring targets consistently?

ASSUMPTION: Savvy Wealth values candidates who are proactive, adaptable, and results-driven, with a strong work ethic and a hunter mentality.

⚠️ Potential Challenges

• The role may require working with a high volume of leads and managing multiple projects simultaneously
• Cold calling and outbound prospecting can be challenging and may require a thick skin and resilience
• The wealth management industry can be competitive and fast-paced, with a high degree of turnover
• Working remotely may present unique challenges, such as maintaining work-life balance and staying connected with the team

ASSUMPTION: While these challenges may present obstacles, they also offer opportunities for candidates to demonstrate their skills and make a significant impact on the company's success.

📈 Similar Roles Comparison

• This role is unique in its focus on advisor recruiting within the wealth management technology industry
• Compared to traditional financial advisor roles, this position offers a more dynamic and fast-paced work environment
• In terms of career path, this role offers opportunities for growth and advancement within the company as it continues to expand

ASSUMPTION: While this role may share similarities with other recruiting positions, its focus on the wealth management technology industry sets it apart and offers unique opportunities for candidates.

📝 Sample Projects

• Developing and implementing a targeted outreach campaign to engage potential financial advisors
• Conducting market research to identify trends and opportunities in the wealth management industry
• Collaborating with the Advisor Growth team to refine and optimize the candidate pipeline

ASSUMPTION: These sample projects demonstrate the proactive, adaptable, and hunter mentality required to succeed in this role.

❓ Key Questions to Ask During Interview

• Can you describe the company's growth plans and how this role fits into those plans?
• What are the biggest challenges facing the wealth management industry, and how does Savvy Wealth differentiate itself?
• How does the company support work-life balance for remote employees?
• What opportunities are there for professional development and growth within the company?
• How does the company measure success for this role, and what key performance indicators (KPIs) will I be expected to meet?

ASSUMPTION: These questions demonstrate your interest in the company's success and your commitment to understanding the role's expectations and requirements.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant recruiting experience and achievements
• Write a cover letter that demonstrates your understanding of the wealth management industry and Savvy Wealth's mission
• Prepare for behavioral interview questions that focus on your problem-solving skills, adaptability, and cultural fit
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.