Senior Strategic Growth Partner
Savvy
Senior Strategic Growth Partner
Savvy
AI-native platform automating advisor workflows
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 Partner 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 SGP 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 Strategic 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
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
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)
Benefits are available to full-time employees
Savvy Wealth provides an AI-native, all-in-one platform for independent financial advisors, merging proprietary software with back-office support (compliance, operations, marketing) via a dual-structure: Savvy Wealth, Inc. as the tech platform and Savvy Advisors, Inc. as the affiliated SEC-registered investment adviser. The platform automates onboarding, financial planning modeling, tax analysis, and personalized client communications, plus centralized investment management, tax-aware portfolios, and access to alternatives. It differentiates by integrating technology with full back-office services to help advisors scale, rather than providing direct client advice. Its goal is to help independent advisory teams run larger, more efficient practices by unifying technology, operations, and investment capabilities in one ecosystem, supported by strong fundraising and growing assets under management.
Explore more opportunities at Savvy