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Strategic Growth Partner (NYC)

Savvy Wealth· Growth
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NYC Office$90k - $100kFull-timePosted 1w ago

About the role

Strategic Growth Partner to join Savvy Wealth's Growth team in NYC. Focused on attracting financial advisors and wealth managers with transferable books of business through outbound prospecting, research, and CRM-driven lead management. Reports to the SGP Manager.

Responsibilities

  • 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

Qualifications

  • 1-2 years of full-cycle recruiting and/or sales experience
  • Bachelor’s degree
  • Highly motivated and resilient by achieving targets consistently
  • Ability to quickly build rapport, primarily via phone-based or video 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

Skills

Required:Outbound prospectingCRM usage (Salesforce, etc.)Phone/Video prospecting

Benefits

  • Competitive salary and equity package
  • Generous relocation package to NYC office
  • Unlimited PTO + paid company holidays
  • 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)
  • 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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