Strategic Growth Partner (NYC)
Core
Identify, source, and nurture financial advisors and wealth managers with transferrable books of business to join Savvy Wealth via prospecting, lead qualification, and reporting.
Role type
Strategic Growth Partner (Recruiting/Sales)
Builds
Pipeline of exceptional candidates for Savvy Wealth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
full-cycle recruiting, sales, cold calling, lead qualification, CRM proficiency, industry trend analysis
Preferred skills
experience recruiting/selling to financial advisors, RIA/broker-dealer background, financial sector experience, revenue-producing recruitment
Technologies
Salesforce, LinkedIn Recruiter, GSuite
Responsibilities
Conduct proactive outbound prospecting, research target companies, initiate contact via phone/email/social media, qualify leads through discovery conversations, maintain CRM records, assist in recruiting strategy development
Seniority
Mid-level, hands-on IC (via careerplan.io/jobs/8eff43ec-a720-4d88-a33c-f933ff411f75-strategic-growth-partner-nyc-at-savvy-wealth)