Senior Wealth Manager, Castaic

at  Savvy Wealth

THE OPPORTUNITY

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Senior Wealth Manager, you’ll play a critical role in our mission to transform the industry. You’ll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform. This is a unique opportunity to have a voice in building the product you use every day.

• Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
• Develop new HNW client relationships through Savvy’s marketing and lead generation programs
• Provide comprehensive financial planning and investment management advice to clients
• Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
• Partner with our user research and design teams to optimize the client experience and platform UI/UX