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As Director of Strategic Growth, manage a team, establish sales strategies, drive revenue growth, and collaborate cross-functionally to optimize performance.

The Strategic Growth Manager drives net-new revenue by selling Savvy's value proposition to top financial advisors, enhancing client experiences and streamlining operations.

Provide operational support for wealth managers, enhance client relations, improve procedures, assist with compliance, and maintain client data.

Lead and scale the Advisor Success organization, ensuring an exceptional advisor experience. Collaborate cross-functionally to drive satisfaction, retention, and growth through effective engagement and systems.

The Marketing Campaign Manager will execute multi-channel marketing campaigns, manage marketing budgets, collaborate with financial advisors, and analyze campaign performance for Savvy's growth.

Own the complete product development lifecycle, writing high-quality code, collaborating cross-functionally, and designing scalable applications for clients and advisors.

The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.

The Senior Strategic Growth Associate will recruit top financial advisors, using digital and phone outreach, lead qualification, and CRM management to build a candidate pipeline.

The Marketing Campaign Specialist executes multi-channel marketing campaigns, manages budgets, analyzes performance, and collaborates with financial advisors to enhance their marketing efforts.

The Onboarding Manager will own the advisor onboarding journey, ensuring a seamless process while optimizing early adoption and driving revenue results. Responsibilities include training, communication, and monitoring advisor transitions.