Savvy Wealth - Strategic Growth Manager (Account Executive)

• Bring top producing financial advisors with an existing book of business to Savvy by effectively selling the Savvy value proposition. • Partner with the SDR team to engage prospective financial advisors, inbound and outbound, and qualify them to ensure they're a strong fit. Build relationships with prospects as a business partner and help them understand the different paths to achieving their business goals. • Identify the key pain points a prospective financial advisor has and tailor the sales process accordingly. • Prepare for and run the recruiting process to showcase Savvy's technology platform, sales and marketing capabilities, and operational support to prospective financial advisors. • Understand a prospective advisor's pricing and compensation expectations and book-of-business transferability, and use that information to customize pricing and compensation contracts that work for both the advisor and Savvy. • Leverage internal tools and keep them up to date based on your sales activity. • Prepare for and participate in regular business reviews with the Leadership Team, sharing pipeline data, learnings, and next steps, and providing forecasts across your current pipeline and projections for future quarters. • Nuances for this role: • This is a quota-carrying role. Deal size ranges from $200K to $1M+ ARR, with an average time to close currently under two months. • This is a more humanized sale than the average technology sales process, since you're dealing directly with decision-makers. Think of every financial advisor as the CEO of their own business, this requires a heightened degree of empathy to be successful, along with the ability to make quick decisions. • Consider a top producing financial advisor who's been with a firm for 10+ years. Their personal and professional identity is often tied to that firm's brand. Successfully educating an advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and focus to get the deal done. • The equally demanding need for high IQ and high EQ in this role has built an incredibly high-performing, driven team with diverse backgrounds.