Savvy Jobs
Open positions at Savvy, newest first. Each listing links to the company's own application page.
- Open positions
- 7
Newest Savvy openings
Sr. Client Transition Specialist
Direct ATSRemote - · 6 days ago
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…
Remote - · 21 days ago
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…
- Full-time
- Director
- 5+ years
- sales team management
- complex deal negotiation
- revenue target delivery
Senior Client Associate
RemoteRemote - · 22 days ago
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…
- Full-time
- Senior
- 2+ years
- client service
- Google Suite (Word, Excel, PowerPoint)
- financial advisor support
New York, NY (On-site) · 22 days ago
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…
- Full-time
- Lead / Staff
- 5+ years
- quota-based B2B sales
- enterprise deal cycles
- CRM (Salesforce)
Principal Wealth Advisor
$200k – $1M/yrRemote - · 22 days ago
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…
- Full-time
- Lead / Staff
- 7+ years
- investment advisory
- financial planning
- client acquisition
Remote - · 22 days ago
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…
- Full-time
- Senior
- 3+ years
- full-cycle recruiting
- cold calling
- CRM software
New York, NY (Remote) · 22 days ago
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…
- Full-time
- Senior
- 2+ years
- client service
- Google Suite
- CRM operations
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