Savvy Wealth

Compensation

Full Description

About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: As the Director of Strategic Growth, you will directly manage and develop Savvy’s team of Strategic Growth Managers, ensuring they consistently perform at a high level and achieve revenue goals. You will partner closely with the Chief Growth Officer to set the tone for the team, establish sales strategy, and define the culture of the Strategic Growth organization. This role requires a proven people leader who excels at both operational execution and long-term strategy. You will coach team members, refine playbooks, manage pipeline health, and serve as a trusted advisor to leadership on revenue-driving initiatives. Responsibilities: Team Management & Development: • Directly manage, coach, and support a team of Strategic Growth Managers to achieve and exceed individual and team targets. • Partner with the Chief Growth Officer to set performance expectations, drive accountability, and establish a culture of excellence. • Recruit, hire, and retain top talent while creating career development opportunities for the team. • Conduct regular 1:1s, pipeline reviews, and performance check-ins, ensuring the team is consistently improving and motivated. Sales Strategy & Execution: • Work with the Chief Growth Officer to define and refine sales strategy, territory allocation, and team priorities. • Own team-level revenue forecasts and provide visibility to executive leadership. • Ensure effective adoption of sales playbooks, processes, and tools to drive consistency across the team. • Step in to support Strategic Growth Managers on complex or high-value negotiations as needed. • Excels at creative negotiating & deal making as a requirement Cross-functional Leadership: • Serve as a bridge between the Strategic Growth team and executive leadership, ensuring alignment on goals and market feedback. • Partner with marketing and SDR leadership to optimize lead generation, prospect engagement, and conversion rates. • Collaborate with product and operations teams to provide insights from the field and shape future offerings. Must Have: • 5+ years of experience successfully managing and scaling high-performing sales teams. • Demonstrated ability to hire, develop, and retain top-performing sales talent. • Track record of leading teams in a fast-paced, high-growth environment (startup or equivalent). • Strong history of exceeding revenue targets with deal sizes of $200k–$1M+. • Expertise in executive-level sales and complex deal negotiation. • High emotional intelligence and proven ability to balance coaching with accountability. Nice to Have: • Background in Financial Advisory / Wealth Management (RIA, broker-dealer, or equivalent). • Experience with sales enablement and recruiting models in platform or marketplace businesses. • Proficiency with sales technology (CRM, Gong, Apollo, etc.). Qualities: • Hands-On Manager: Actively manages the team’s day-to-day while setting clear goals and standards. • Strategic Partner: Works closely with the Chief Growth Officer to shape strategy, culture, and growth priorities. • People Developer: Invests in coaching and empowering others to achieve their full potential. • Operational Leader: Brings rigor to pipeline management, forecasting, and performance tracking. • Culture Builder: Creates an environment of collaboration, accountability, and ambition. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: • Competitive salary and equity package • Unlimited PTO + paid company holidays • Access to best in class medical, dental, and vision plans • Company 401(k), Commuter, and HSA/FSA plans • 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) Compensation Range: $350K