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[Remote] Senior Strategic reputed company Associate, Advisor reputed company

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reinventing the reputed company management industry by providing a modern, AI-reputed company home for financial advisors. The Senior Strategic reputed company Associate, Advisor reputed company will play a key role in attracting top financial advisors by identifying, sourcing, and nurturing candidates through various channels.


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

Skills

  • 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 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

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 care
  • reputed company to counseling for stress management, dependent care, nutrition, fitness, reputed company, and financial issues (reputed company WorkLifeMatters EAP)

reputed company

  • reputed company is a technology-enabled reputed company management firm that provides a digital-first platform for financial advisors. It was founded in 2021, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is https://savvywealth.com.

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