Senior Wealth Manager at Savvy Wealth

Senior Wealth Manager at Savvy Wealth

Savvy Wealth, a pioneering technology-first Registered Investment Advisor (RIA), is seeking a seasoned Senior Wealth Manager to lead and expand their operations in Dallas, TX. This role offers a dynamic environment where business development is powered by leading-edge technology. The successful candidate will be integral in shaping the future of fintech and wealth management, leveraging in-house tech solutions to optimize client relations and enhance financial planning services. If you are driven to make a significant impact within a progressive firm and possess the expertise in managing substantial client assets, this opportunity is your next career milestone.

Salary: Dependent on Experience per year

Essential Duties and Responsibilities:

• Develop and sustain new client relationships, actively contributing to business development and network expansion.
• Perform comprehensive financial planning for high-net-worth clients, covering areas like investment strategy, tax planning, and estate management.
• Analyze financial data to craft tailored investment solutions and strategies that align with client goals.
• Work closely with external specialists, including tax advisors and estate planners, to develop holistic financial solutions for clients.
• Collaborate with product development teams to enhance the technological tools available to advisors, ensuring state-of-the-art features that meet client needs.
• Support the organization's growth by engaging in scaling activities, including the recruitment and onboarding of additional wealth advisors.

Minimum Position Qualifications:

• At least 10 years of investment advisory experience.
• An existing book of business that is actively managed.
• Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
• A strong aptitude for ownership, innovation, and impact in a fast-paced tech-driven environment.
• Enthusiasm for working within the fintech space, utilizing technology to improve client and advisor interactions.

Preferred Qualifications:

• Previous role within a technology-centric organization.
• Educational background in an analytical or technical field, preferably a BS or MS.
• Experience managing clients with assets over $1 million.
• Specialized knowledge in a key area of financial planning such as tax, estate planning, or stock options.
• Familiarity with leading financial planning software.

Skills:

• Strong analytical capabilities and adept at problem-solving.
• Excellent communication skills, capable of simplifying complex financial matters for diverse audiences.
• Ability to adapt and thrive in a dynamically changing environment.
• Proven track record in effective multi-tasking and prioritization.
• Passion for continuous learning and professional development in the fields of finance and technology.

Benefits:

• Competitive compensation package with revenue share options.
• Comprehensive backend support including investment management and dedicated client services.
• Robust technological tools and in-house marketing resources to help scale businesses.
• Hybrid work setting with access to a well-appointed NYC headquarters.
• Detailed health coverage including medical, dental, and vision plans, along with alternative medicine discounts and telemedicine services.
• Additional perks like a Solo 401(k), unlimited PTO, and paid holidays.