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Strategic Growth Partner (NYC)

Savvy · NYC Office · On-site

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About Savvy

Backed by Techstars.

About the role

We are seeking a Strategic Growth Partner to join our dynamic Strategic Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGP Manager. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • 1-2 years of full-cycle recruiting and/or sales experience
  • Bachelor’s degree
  • Highly motivated and resilient by achieving targets consistently
  • Ability to quickly build rapport, primarily via phone-based or video communication
  • Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more)
  • Comfortable working in an early-stage startup environment
More about this role

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth...

Read the full posting on Savvy's site ↗

Growth

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