Senior Strategic Growth Associate, Advisor Recruiting

Savvy
New York
Workplace: RemoteFull timeUSD 80,000 - 120,000 annuallyFunction: People, HR & TalentExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Persuasion","Resilience","Outreach"]

Lead outbound recruiting to attract top financial advisors and wealth managers, sourcing, qualifying, and nurturing candidates through digital channels and CRM-driven processes. Collaborate with the Advisor Growth team to define target profiles, build a high-quality pipeline, and report on recruiting activities for a growth-focused wealth management platform.

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FursaFursa
Savvy
Savvy
7 months ago

Senior Strategic Growth Associate, Advisor Recruiting

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Lead outbound recruiting to attract top financial advisors and wealth managers, sourcing, qualifying, and nurturing candidates through digital channels and CRM-driven processes. Collaborate with the Advisor Growth team to define target profiles, build a high-quality pipeline, and report on recruiting activities for a growth-focused wealth management platform.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: People, HR & Talent

Key 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.

Pay and Benefits

Salary: USD 80,000 - 120,000 annually
Perks:Health InsurancePaid Leave401kEquityVision

Key Requirements

  • •3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates).
  • •Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus.
  • •Highly motivated and resilient by achieving hiring targets consistently.
  • •Ability to quickly build rapport, primarily via phone-based communication.
  • •Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).
Experience:3+ yearsWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationRelationship-buildingPersuasionResilienceOutreach
Tech Stack:SalesforceLinkedIn RecruiterGSuite

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
Website