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Summary
About the Role
About You
- 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management.
- Demonstrated success in a customer-facing role with excellent communication and relationship-building abilities.
- Training and presentation skills to enable advisors to become power users.
- A collaborative, low ego, and self-starter attitude with a customer-centric mindset.
- Ability to plan and prioritize workload, multitask, and meet deadlines with quality output.
- Passion for solving complex problems and building scalable processes.
- Comfort working in a high growth, constantly changing environment.
- Adept at quickly learning and adopting new technologies.
- Prior work experience in the Wealth Management industry.
- Prior work experience at a high-growth startup.
- Prior experience in the services industry.
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 and health concierge services.
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues.
➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients. Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.