СШАStrategic Growth Partner (NYC)
6 дн. назад
80k–120k USD / годСШАOnsite
aifinancial planningclient relationship management
Partner with experienced financial advisors to grow their business using a proprietary tech platform and AI-native solutions in wealth management.
О компании
- Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started to give independent advisors a modern, AI-native home.
- is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join , running under their own brand (or ours), and earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at service up to 50% more households and save 19 hours a week.
- AI runs through everything we do. On the product side, Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
- The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Обязанности
- We are seeking a Strategic Growth Partner to join our dynamic Strategic Growth team. This role is pivotal to attracting the best financial advisors to Wealth and will report directly to our SGP Manager.
- Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling).
- You will work closely with the Strategic Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision.
- Conduct proactive outbound prospecting to identify and engage potential financial advisors
- Research and analyze target companies and industries to understand their needs and challenges
- Initiate contact with financial advisors through cold calls, emails, and social media outreach
- Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements
- Maintain accurate and up-to-date records of lead interactions and account information in our CRM system
- Stay up-to-date on industry trends, best practices, and competitive talent landscapes
- Assist in the development and implementation of recruiting strategies and initiatives
Требования
- 1-2 years of full-cycle recruiting and/or sales experience.
- Bachelor’s degree
- Highly motivated and resilient by achieving targets consistently
- Ability to quickly build rapport, primarily via phone-based or video communication
- Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).
- Comfortable working in an early-stage startup environment
Будет плюсом
- Direct experience with navigating the complexities of recruiting and/or selling to financial advisors/ wealth managers
- Experience at a RIA, broker-dealer, wirehouse and/or custodian
- Ideally from the Financial Sector or experience in revenue-producing recruitment
- Master’s degree is a plus
Условия
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring 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)
Другое
- We're a Certified Great Place to Work and have been honored for our culture and our growth:
- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™