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

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. Savvy is a reputed company management company aiming to reputed company reputed company financial advice through technology. The Senior Strategic reputed company Associate will be responsible for attracting and reputed company top financial advisors to join the firm, primarily through proactive reputed company and reputed company qualification efforts.

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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