Strategic Growth Manager

About Savvy Wealth

Wealth 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 beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth 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 the company which involves rapid expansion of our product offering and continued revenue growth.

Come help us scale!

Our Strategic Growth team is the face of the company and the engine of our continued growth. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue. In its simplest form, the SGM’s role is to bring top producing wealth managers Savvy by effectively selling the Savvy value proposition (technology, marketing, culture and growth). Successful SGMs influence top advisors to leave their current brokerage and join Savvy.

The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

As an early member of the Go To Market organization, you will also have the opportunity to shape the culture of the organization, develop and refine playbooks, train new team members, and have a broad impact across the company. This role will report directly to our Chief Growth Officer.

• Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition.

• Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals.

• Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly.

• Prepare for and run the recruiting process to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors.

• Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals.

• Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity.

• Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters.

• This is a quota carrying role. Our deal size is anywhere from $200k to $1M+ ARR, with an average time to close currently at less than two months.

• This is a more humanized sale than your average technology sales process as you are dealing directly with decision makers. You can think of every financial advisor as the CEO of their own business — with that comes a heightened degree of empathy needed to be successful in the sale, but also the…