Teams at Savvy Wealth

Leads and develops Savvy’s Strategic Growth Managers, driving revenue performance, sales strategy, forecasting, pipeline health, hiring, coaching, and accountability. Partners with executive, marketing, SDR, product, and operations teams to improve acquisition and conversion. Supports complex negotiations, refines sales playbooks, and advises leadership on growth initiatives in a fast-paced, high-growth environment.

Own full-cycle recruiting searches across GTM, Operations, and G&A, from intake through offer and close. Build targeted sourcing pipelines, conduct candidate screens, advise hiring managers on talent markets and hiring decisions, manage interview processes, and guide offers. Use AI tools, pipeline data, and Ashby to improve recruiting workflows, reporting, employer branding, structured interviewing, referrals, and candidate experience.

The Investment Operations & Trading Associate will manage daily trading and portfolio management, ensure operational excellence, and drive adoption of the SWIM platform.