Director, Strategic Growth

ABOUT SAVVY WEALTH

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. The company 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 the company to give independent advisors a modern, AI-native home.

The company 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 the company, running under their own brand (or ours), and the company 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 the company service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, the company Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at the company 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!

Recognition

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™

The Role

As the Director of Strategic Growth, you will directly manage and develop the company’s team of Strategic Growth Managers, ensuring they consistently perform at a high level and achieve revenue goals. You will partner closely with the Chief Growth Officer to set the tone for the team, establish sales strategy, and define the culture of the Strategic Growth organization.

This role requires a proven people leader who excels at 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.

• Step in to support Strategic Growth Managers on complex or high-value negotiations as needed.

• Excels at creative negotiating & 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

• 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

• 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.).

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.

BENEFITS

• Competitive salary and equity package

• We offer a generous relocation package to help top talent make the move to our NYC office

• 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)

• Benefits are available to full-time employees