Top Tech Jobs & Startup Jobs in Boston, MA

The Senior Client Associate supports advisors and clients through operational tasks, enhances client relationships, and improves internal processes. Responsibilities include client support, data management, and compliance adherence.

The Senior Strategic Growth Associate will recruit top financial advisors, using digital and phone outreach, lead qualification, and CRM management to build a candidate pipeline.

The Strategic Growth Manager drives net-new revenue by selling Savvy's value proposition to top financial advisors, enhancing client experiences and streamlining operations.

Provide operational support for wealth managers, enhance client relations, improve procedures, assist with compliance, and maintain client data.

The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.