Director of Strategic Growth at Savvy Wealth

Savvy Wealth is a $545 billion wealth management industry disruptor, still dominated by manual processes where 75% of advisors rely solely on email for communication and build financial plans by hand in Excel. Savvy is revolutionizing the role of financial advisors by providing a modern, AI-native platform.

As a registered investment advisor (RIA), Savvy partners with experienced financial advisors to help them grow without managing the back office. Advisors retain their own brand (or use Savvy’s) and benefit from a proprietary tech platform, client portal, in-house marketing team, investment management, and dedicated client services. Savvy advisors service up to 50% more households and save 19 hours per week.

AI is central to Savvy’s operations. Their upcoming product, Savvy Intelligence (released April 2026), is the first AI designed specifically for wealth managers, capable of analyzing a client’s complete financial picture. Internally, the entire team uses Claude and is encouraged to innovate with AI support from a dedicated AI enablement team and a RevOps organization building in-house agents.

Savvy is a Series C company with 170+ employees, $200M raised, and aiming for $100M ARR this year. Inc. ranked Savvy as the No. 1 fastest-growing financial services company in America in 2026.

The Role:

As the Director of Strategic Growth, you will lead Savvy’s team of Strategic Growth Managers, ensuring they consistently perform at a high level and meet revenue goals. You will collaborate closely with the Chief Growth Officer to set the team’s tone, establish sales strategy, and define the culture of the Strategic Growth organization.

This role requires a proven people leader who excels in both operational execution and long-term strategy. You will coach team members, refine playbooks, manage pipeline health, and serve as a trusted advisor to leadership on revenue-driving initiatives.

Responsibilities

Team Management & Development:

• Directly manage, coach, and support a team of Strategic Growth Managers to achieve and exceed individual and team targets.
• Partner with the Chief Growth Officer to set performance expectations, drive accountability, and establish a culture of excellence.
• Recruit, hire, and retain top talent while creating career development opportunities for the team.
• Conduct regular 1:1s, pipeline reviews, and performance check-ins, ensuring the team is consistently improving and motivated.

Sales Strategy & Execution:

• Work with the Chief Growth Officer to define and refine sales strategy, territory allocation, and team priorities.
• Own team-level revenue forecasts and provide visibility to executive leadership.
• Ensure effective adoption of sales playbooks, processes, and tools to drive consistency across the team.
• Support Strategic Growth Managers on complex or high-value negotiations as needed.
• Excels at creative negotiating and deal-making as a requirement.

Cross-functional Leadership:

• Serve as a bridge between the Strategic Growth team and executive leadership, ensuring alignment on goals and market feedback.
• Partner with marketing and SDR leadership to optimize lead generation, prospect engagement, and conversion rates.
• Collaborate with product and operations teams to provide insights from the field and shape future offerings.

Must-Have Qualifications:

• 5+ years of experience successfully managing and scaling high-performing sales teams.
• Demonstrated ability to hire, develop, and retain top-performing sales talent.
• Track record of leading teams in a fast-paced, high-growth environment (startup or equivalent).
• Strong history of exceeding revenue targets with deal sizes of $200k–$1M+.
• Expertise in executive-level sales and complex deal negotiation.
• High emotional intelligence and proven ability to balance coaching with accountability.

Nice-to-Have Qualifications:

• Background in Financial Advisory / Wealth Management (RIA, broker-dealer, or equivalent).
• Experience with sales enablement and recruiting models in platform or marketplace businesses.
• Proficiency with sales technology (CRM, Gong, Apollo, etc.).

Key Qualities:

• Hands-On Manager: Actively manages the team’s day-to-day while setting clear goals and standards.
• Strategic Partner: Works closely with the Chief Growth Officer to shape strategy, culture, and growth priorities.
• People Developer: Invests in coaching and empowering others to achieve their full potential.
• Operational Leader: Brings rigor to pipeline management, forecasting, and performance tracking.
• Culture Builder: Creates an environment of collaboration, accountability, and ambition.