Senior Wealth Manager, Chantilly, VA
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.
What You'll Do
- 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
Who You Are
- 10+ years of experience as a financial advisor
- Manage a portable book of business with $15M+ in AUM
- Certified Investment Adviser Representative (Series 65 or 66)
- Passionate about using technology to deliver better financial outcomes
- Thrive in a fast-paced, entrepreneurial environment
Why Savvy
- Competitive total comp : $100,000 - $499,000 K salary + revenue participation + equity
- Dedicated NYC office in Union Square for client meetings
- Unlimited PTO, 401(k), and top health insurance plans
- Opportunity to drive innovation at a disruptive, VC-backed fintech startup
- Commitment to diversity - we're actively recruiting more women to our advisor force
Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join us in building the future of wealth management
Nurse (RN) Manager - Chantilly, VA
In collaboration with leadership, the Nurse Manager will assist to develop and support systems of care which foster continuity of care, optimal patient outcomes, and a successful health care team environment. Assess department for non-compliance issues and notifies appropriate senior management. Mus...
Senior Wealth Manager, Herndon, VA
As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. Savvy Wealth is a technology-driven RIA shaping the future of wealth management. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapi...
HVAC Project Manager - HVAC Mechanical Service - Base Salary to 165k/year - Chantilly, VA
HVAC Project Manager - HVAC Mechanical Service - Base Salary to 165k/year - Chantilly, VA. Our client, a stable design/build mechanical servicing company, has an immediate need for an HVAC Project Manager, to manage project goals and timelines. In this position, the HVAC Project Manager will be resp...
Senior Wealth Advisor, Vienna, VA
Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Advisor, 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 rapi...
Project Manager - Chantilly, VA
The Project Manager is responsible for assigned project work (could be singular project or multiple projects) and all activities associated with the assigned project/s, including the coordination of all things related to the project/s from the execution of a contract to actual onsite management thro...
Senior Wealth Manager, Aldie, VA
As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. Savvy Wealth is a technology-driven RIA shaping the future of wealth management. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapi...
Internal Audit Quality Assurance Senior Manager (Hybrid - 3 Days in Office VA, TX, IL)
The Internal Audit Quality Assurance Senior Manager will execute QARs over audits and other IA activities, evaluating for conformance with internal policies and internal auditing professional standards. The Internal Audit Quality Assurance Senior Manager for Freddie Mac’s Internal Audit Division (IA...
Senior Wealth Advisor, Falls Church, VA
Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Advisor, 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 rapi...
Environmental Health & Safety Manager - Chantilly, VA
The EHS Manager works independently to perform multiple tasks, supporting many disciplines within the field Rigging & Crating group to help ensure that all areas are working efficiently and without risk of personal injury or impact to the facilities and equipment. Conduct daily audits and approval o...
Senior Spacecraft Software Engineer - Chantilly, VA
We work in an open environment where ideas are shared across all disciplines, and there are ample opportunities for advancement based on excellence. At Millennium, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters wi...