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Strategic Growth Manager (Account Executive)

Savvy Wealth· Growth
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Remote$0Full-timePosted 1mo ago

About the role

Strategic Growth Manager (Account Executive) at Savvy Wealth, a remote, quota-carrying sales role focused on bringing top-producing financial advisors to Savvy by selling the value of Savvy’s AI-native wealth management platform and services.

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.

Qualifications

  • 5+ years of relevant sales experience in quota-carrying roles
  • Experience with deal sizes of $150K 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.)

Skills

Required:SalesDeal structuring and pricingCRM and revenue tools

Benefits

  • 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)
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
Company profileWebsite

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