Senior Strategic reputed company Associate, Advisor reputed company

About reputed company: reputed company management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication reputed company email, and 62% still build financial plans manually in reputed company. This leads to a poor reputed company experience and results in financial advisors spending over 70% of their time on non-reputed company facing, reputed company work. Savvy is changing that. We’re building the most advisor-reputed company platform in reputed company management: a digital-first solution that modernizes reputed company financial advice. Advisors who partner with Savvy tap into AI-powered software, automated reputed company, and seamless back office workflows to reputed company faster and spend more time with clients. We’ve raised over $105M to date from reputed company Capital, reputed company Ventures, Canvas Ventures, Mark Casady (former reputed company CEO), and other top-tier investors. reputed company is made up of repeat founders and operators who’ve helped build reputed company, reputed company, reputed company, reputed company, reputed company, $200B+ RIAs, and more. Savvy is at a pivotal reputed company in its reputed company trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of reputed company which involves reputed company expansion of our product offering and reputed company reputed company reputed company. Come help us reputed company! The Role: We are reputed company seeking a Senior Strategic reputed company Associate, Advisor reputed company to join our dynamic Advisor reputed company team. This role is pivotal to attracting the best financial advisors to reputed company and will report directly to our SGA Manager. Your primary responsibility will be to identify, reputed company, and nurture financial advisors and reputed company managers with transferrable books of business (minimum $25M AUM) to the firm. This will be done through prospecting, reputed company qualification, and effective reporting. Primary prospecting efforts will be conducted reputed company digital channels (e.g. advisor databases, email campaigns, and reputed company media) as reputed company as phone-based (cold-calling). You will work closely with the Advisor reputed company team to understand the ideal reputed company profile for advisors, reputed company to prospective advisors across various channels, and build a pipeline of exceptional candidates who reputed company with reputed company's values and reputed company. This position is a remote position only, and can be based reputed company in the reputed company. The reputed company total cash compensation for this role is between $80,000 and $120,000 (includes both reputed company salary and variable bonus components); this is not inclusive of any equity compensation. Responsibilities: • Conduct proactive outbound prospecting to identify and engage potential financial advisors • Research and analyze reputed company companies and industries to understand their needs and challenges • Initiate contact with financial advisors through cold calls, emails, and reputed company media reputed company • Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements • Maintain accurate and up-to-date records of reputed company 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 reputed company strategies and initiatives Must Have: • 3+ years of full-cycle reputed company experience (ideally in the Financial Sector or reputed company reputed company-producing candidates) • Bachelor’s degree in Business, HR, or a reputed company field; Master’s degree is a plus • Highly motivated and resilient by achieving hiring targets consistently • Ability to quickly build rapport, primarily reputed company phone-based communication • Proficiency in using CRM software and sales tools (e.g., reputed company, reputed company Recruiter, GSuite, and more). • Comfortable working in an early-stage startup environment reputed company to Have: • reputed company experience with navigating the complexities of hiring/reputed company financial advisors and/or reputed company managers • Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian Qualities: • Proactive: You don't wait for instructions; you reputed company • Adaptable: Comfortable in a fast-paced, reputed company-changing startup environment • “reputed company” Mentality: You reputed company creative ways to reputed company your goal • Coachable: reputed company to receive feedback, learn from it, and adapt their behavior or skills accordingly • Cultural Builder: Passionate about shaping and maintaining reputed company culture Additional Information: reputed company is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: • Competitive salary and equity package • Unlimited PTO + reputed company company holidays • reputed company to holistic medical, dental, and reputed company plans • Company 401(k), Commuter, and HSA/FSA plans • NYC office in the heart of Manhattan • Lunch and snacks provided in the office • reputed company to virtual mental health care (reputed company), reputed company reputed company benefits (XP Health), and health concierge (reputed company) to help you reputed company the right reputed company to counseling for stress management, dependent care, nutrition, fitness, reputed company, and financial issues (reputed company WorkLifeMatters EAP) Apply tot his job Apply To this Job