Strategic Growth Manager (Account Executive)
About The Position
Savvy Wealth is reinventing wealth management, an industry that still relies heavily on manual processes. As a registered investment advisor (RIA), Savvy partners with experienced financial advisors, offering them a modern, AI-native platform to grow their businesses without managing the back office. Advisors join Savvy, operating under their own brand or Savvy's, and in return receive a comprehensive business solution including a proprietary tech platform, client portal, in-house marketing, investment management, and client services. This allows advisors to service more households and save significant time. Savvy heavily integrates AI, with its platform Savvy Intelligence and internal use of tools like Claude, supported by an AI enablement team and a RevOps organization building AI agents. The company is a Series B, experiencing rapid growth with approximately 150 employees and over 500% year-over-year growth, backed by significant funding from prominent investors. Savvy has also received recognition for its culture and growth, including being Certified Great Place to Work, Newsweek's America's Greatest Startup Workplaces (2026), and Fortune Best Workplaces in New York™ (2026).
Requirements
- 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 Haves
- 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)
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.
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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
