logo

JobNob

Your Career. Our Passion.

Principal Wealth Manager, St Cloud


Savvy Wealth


Location

Minnesota | United States


Job description

The Role: 

Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices. This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. 

The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm. 

We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. Thats why youll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap. 

What You'll Do:

Who You Are: 

Must Have

Nice to have

Benefits: 

We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans. Come join our mission.


Job tags

Holiday workImmediate start


Salary

All rights reserved