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We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager. Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) 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 Advisor 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.
Job Responsibility:
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
Requirements:
3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
Bachelor’s degree in Business, HR, or a related field
Master’s degree is a plus
Highly motivated and resilient by achieving hiring targets consistently
Ability to quickly build rapport, primarily via phone-based 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 hiring/recruiting financial advisors and/or wealth managers
Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
What we offer:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
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)