About Savvy Wealth:
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.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
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:
The Strategic Growth team is responsible for bringing top-producing financial advisors to Savvy and plays a critical role in the company’s continued growth.
In this role you will partner closely with our SDR team, who provide top-of-funnel support by identifying and engaging prospective advisors. From there, you will own the sales process --building relationships with advisors and helping them understand how Savvy’s technology, marketing, operational support, and culture can enable them to build a stronger, more scalable wealth management business.
This is a highly consultative sale centered on influencing successful advisors to make a meaningful career and business transition. You’ll work directly with the decision-makers themselves, allowing you to build genuine relationships, navigate complex considerations, and make a visible impact on Savvy’s growth.
Responsibilities:
Bring top producing financial advisors with an existing book of business to Savvy by effectively selling the Savvy value proposition.
Partner with the SDR team to engage prospective financial advisors, inbound and outbound, and qualify them to ensure they're a strong fit. Build relationships with prospects as a business partner and help them understand the different paths to achieving their business goals.
Identify the key pain points a prospective financial advisor has and tailor the sales process accordingly.
Prepare for and run the recruiting process to showcase Savvy's technology platform, sales and marketing capabilities, and operational support to prospective financial advisors.
Understand a prospective advisor's pricing and compensation expectations and book-of-business transferability, and use that information to customize pricing and compensation contracts that work for both the advisor and Savvy.
Leverage internal tools and keep them up to date based on your sales activity.
Prepare for and participate in regular business reviews with the Leadership Team, sharing pipeline data, learnings, and next steps, and providing forecasts across your current pipeline and projections for future quarters.
Nuances for this role:
This is a quota-carrying role. Deal size ranges from $200K to $1M+ ARR, with an average time to close currently under two months.
This is a more humanized sale than the average technology sales process, since you're dealing directly with decision-makers. Think of every financial advisor as the CEO of their own business, this requires a heightened degree of empathy to be successful, along with the ability to make quick decisions.
Consider a top producing financial advisor who's been with a firm for 10+ years. Their personal and professional identity is often tied to that firm's brand. Successfully educating an advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and focus to get the deal done.
The equally demanding need for high IQ and high EQ in this role has built an incredibly high-performing, driven team with diverse backgrounds.
Must have:
5+ years of relevant sales experience in quota-carrying roles
2+ years of experience at a high-growth tech startup
Experience with deal sizes of $200K to $1M ARR
Experience working with deal cycles ranging from 1–12 months
Experience selling to senior executives and owners
Proficiency with revenue-related technology, such as AI (Claude, ChatGPT, etc.) CRM tools (e.g., Salesforce) and sales and marketing tools (e.g., LInkedIn, Outreach, Gong, etc.)
Nice to have:
Experience recruiting individuals through a tech-enabled platform business, a staffing agency, or as a corporate recruiter
Experience selling in the financial advisory / wealth management space (RIA, broker-dealer, bank)
Benefits:
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) 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)