Senior Strategic Growth Associate, Advisor Recruiting
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Job Description
Senior Strategic Growth Associate recruiting financial advisors for Savvy Wealth. Identifying, sourcing, and nurturing candidates with transferrable books of business to join our Advisor Growth team.
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
- Stay up-to-date on industry trends, best practices, and competitive talent landscapes
- Assist in the development and implementation of recruiting strategies and initiatives
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).
- Comfortable working in an early-stage startup environment
- Nice to Have: Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers
- Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
Benefits:
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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