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The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry.
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Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters quality time with clients.
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This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
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Review and analyze a clients current financial situation 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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You will also work closely with the Product Development and M&A teams to shape the future roadmap of Savvys advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.
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We are able to grow rapidly by hiring/acquiring wealth managers with existing books of business and supercharging them with our software to make them dramatically more efficient and provide a better digital experience for them and their clients.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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75% of wealth managers do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel). Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
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Develop new client relationships and support Business Development efforts. Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
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Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD, NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year PITTSBURGH, Dec. 12, 2023.
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An existing client book of business that you actively advise today. Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex, Facebook, Airbnb, Uber, DoorDash, and Square.
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Savvy Wealth is seeking an entrepreneurial-minded Principal Wealth Manager in Salt Lake City to serve the burgeoning market. Savvy Wealth is seeking an entrepreneurial-minded Principal Wealth Manager in Salt Lake City to serve the burgeoning market.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
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Unlimited PTO + paid company holidays. Excited to work in the Fintech industry. Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included.
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Lunch, dinner, and snacks provided in the office. Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
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wealth management jobs Title: senior client strategist Company: Ey
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