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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Expertise one or more of the following functions: direct sourcing, product to market, consumer analytics, digital experience, marketing, personalization, digital commerce, back-office operations, distribution and transportation, store and omni operations, indirect procurement.
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NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings. In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support. Transition your client book of business to the firm together with our best-in-class Client Transition Team.
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Dedicated NYC office in Union Square for client meetings. Transition your client book of business (minimum $15M AUM) to the firm together with our best-in-class Client Transition Team.
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Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. An existing client book of business that you actively advise today. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
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Competitive total compensation packages comprised of Revenue Participation and Equity compensation. Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). Unlimited PTO & Paid Company Holidays. Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry.
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EquiLend Spire is a state of the art platform and technology driven hub for securities finance firms, featuring modules that cater to the specific client needs across the front, middle, and back office.
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Principal Wealth Manager. role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included.
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What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
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Transition your client book of business to the firm together with our best-in-class Client Transition Team Work with clients to gather data to define their financial planning and investment needs.
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The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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