What are the responsibilities and job description for the Manager, Sales Development Representatives position at Savvy Wealth?
About Savvy Wealth
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700% in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
Role
We are seeking a Manager, Sales Development Representatives to join our dynamic Advisor Growth team. The Manager will report to our Chief Growth Officer and lead a team of remote Strategic Growth Associates, who are pivotal to attracting the best financial advisors to Savvy Wealth.
Our Strategic Growth Associates are a dynamic outbound recruitment team responsible for identifying, sourcing, and nurturing financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. The Manager for this team will bring strong mentorship, operational excellence, and best practices to ensure that our GTM motion is highly effective and scalable as we continue to grow.
Responsibilities
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.
We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.
We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We've grown 700% in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
Role
We are seeking a Manager, Sales Development Representatives to join our dynamic Advisor Growth team. The Manager will report to our Chief Growth Officer and lead a team of remote Strategic Growth Associates, who are pivotal to attracting the best financial advisors to Savvy Wealth.
Our Strategic Growth Associates are a dynamic outbound recruitment team responsible for identifying, sourcing, and nurturing financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. The Manager for this team will bring strong mentorship, operational excellence, and best practices to ensure that our GTM motion is highly effective and scalable as we continue to grow.
Responsibilities
- Own recruitment, training, and management for a team of high performing Strategic Growth Associates.
- Build a highly engaged and motivated team culture that fosters the success and development of each team member.
- Work closely with our Strategic Growth Managers and Chief Growth Officer to optimize a seamless sales cycle that is tailored to the financial advisor experience.
- Develop an in-depth understanding of our industry and target companies in order to implement targeted recruiting strategies and initiatives.
- Stay up-to-date on industry trends, best practices, and competitive talent landscapes.
- In partnership with Revenue Operations, utilize best practices for systems & metrics in order to ensure team alignment and data-driven decision making.
- Strong background in full-cycle recruiting, ideally in the Financial Sector or recruiting revenue-producing candidates
- 2 years of experience managing a team that is responsible for sales or recruitment quota attainment
- A proactive, collaborative approach to leadership that facilitates strong intra team and cross functional productivity.
- Bachelor’s degree in Business, HR, or a related field
- Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).
- Comfortable working in a fast-paced, early-stage startup environment
- Bonus Points: direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers
Savvy Wealth 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 paid company holidays
- Access to best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch, dinner, and snacks provided in the office
- Parental leave coverage (8 weeks) and support (Tilt)
- Access to virtual mental health care (Spring Health), vision related benefits (XP 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)
Salary : $545
