Savvy Wealth
The OpportunitySavvy Wealth is a technology-driven RIA shaping the future of wealth management.
We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry.
You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform.
This is a unique opportunity to have a voice in building the product you use every day.
What You'll DoTransition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition TeamDevelop new HNW client relationships through Savvy's marketing and lead generation programsProvide comprehensive financial planning and investment management advice to clientsCollaborate with our product team in weekly workshops to provide feedback and shape the product roadmapPartner with our user research and design teams to optimize the client experience and platform UI/UXWho You Are10
years of experience as a financial advisorManage a portable book of business with $15M
in AUMCertified Investment Adviser Representative (Series 65 or 66)Passionate about using technology to deliver better financial outcomesThrive in a fast-paced, entrepreneurial environmentWhy SavvyCompetitive total comp:
$100,000 - $499,000 K salary
revenue participation
equityDedicated NYC office in Union Square for client meetingsUnlimited PTO, 401(k), and top health insurance plansOpportunity to drive innovation at a disruptive, VC-backed fintech startupCommitment to diversity - we're actively recruiting more women to our advisor forceSavvy is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join us in building the future of wealth management About the Company:
Savvy Wealth.
Estimated Salary: $20 to $28 per hour based on qualifications.
We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry.
You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform.
This is a unique opportunity to have a voice in building the product you use every day.
What You'll DoTransition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition TeamDevelop new HNW client relationships through Savvy's marketing and lead generation programsProvide comprehensive financial planning and investment management advice to clientsCollaborate with our product team in weekly workshops to provide feedback and shape the product roadmapPartner with our user research and design teams to optimize the client experience and platform UI/UXWho You Are10
years of experience as a financial advisorManage a portable book of business with $15M
in AUMCertified Investment Adviser Representative (Series 65 or 66)Passionate about using technology to deliver better financial outcomesThrive in a fast-paced, entrepreneurial environmentWhy SavvyCompetitive total comp:
$100,000 - $499,000 K salary
revenue participation
equityDedicated NYC office in Union Square for client meetingsUnlimited PTO, 401(k), and top health insurance plansOpportunity to drive innovation at a disruptive, VC-backed fintech startupCommitment to diversity - we're actively recruiting more women to our advisor forceSavvy is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join us in building the future of wealth management About the Company:
Savvy Wealth.
Estimated Salary: $20 to $28 per hour based on qualifications.
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