What are the responsibilities and job description for the Associate Recruiter position at Savvy Wealth?
About Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
This is a unique opportunity to join Savvy at a high-growth inflection point and play a hands-on role in scaling both our Go-To-Market and Technical organizations. As an Associate Recruiter, you will fully own recruiting for Savvy’s evergreen roles while also serving as a core sourcing and execution partner to our Lead GTM Recruiter and Lead Technical Recruiter on higher-impact, senior searches.
This role is ideal for someone early in their recruiting career who is excited by owning searches end-to-end, running high-impact sourcing motions, and operating at startup speed. You’ll drive your own reqs while building strong pipelines for the most business-critical GTM and Technical hires at the company.
You will receive direct 1:1 mentorship from seasoned Recruiters who are deeply invested in your growth and development. You’ll get hands-on coaching across sourcing strategy, hiring manager partnership, closing, compensation, and stakeholder management.
Responsibilities
Full-Cycle Ownership (Evergreen Roles)
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
This is a unique opportunity to join Savvy at a high-growth inflection point and play a hands-on role in scaling both our Go-To-Market and Technical organizations. As an Associate Recruiter, you will fully own recruiting for Savvy’s evergreen roles while also serving as a core sourcing and execution partner to our Lead GTM Recruiter and Lead Technical Recruiter on higher-impact, senior searches.
This role is ideal for someone early in their recruiting career who is excited by owning searches end-to-end, running high-impact sourcing motions, and operating at startup speed. You’ll drive your own reqs while building strong pipelines for the most business-critical GTM and Technical hires at the company.
You will receive direct 1:1 mentorship from seasoned Recruiters who are deeply invested in your growth and development. You’ll get hands-on coaching across sourcing strategy, hiring manager partnership, closing, compensation, and stakeholder management.
Responsibilities
Full-Cycle Ownership (Evergreen Roles)
- Own full-cycle recruiting for Savvy’s evergreen roles from intake through offer.
- Partner directly with hiring managers to align on role requirements, candidate profiles, and hiring timelines.
- Run screens, manage interview coordination, deliver feedback, and support closing.
- Maintain strong candidate experience and real-time ATS hygiene throughout the process.
- Act as a dedicated sourcing partner to the Lead GTM Recruiter and Lead Technical Recruiter on senior, high-impact searches.
- Build and manage high-quality outbound pipelines for technical and GTM leadership roles.
- Execute creative outbound strategies across LinkedIn Recruiter and other sourcing platforms like Juicebox or Pin.
- Conduct initial screens to assess baseline functional, technical, and motivational alignment.
- Track and report on sourcing and pipeline KPIs (response rates, pass-through rates, time to slate).
- Maintain clean, structured ATS workflows and candidate data.
- Deliver a great candidate experience through fast, thoughtful communication.
- Contribute to recruiting projects across tooling, employer branding, referrals, and process improvement as needed.
- 2 years of recruiting experience in agency or venture-backed startup environments.
- Experience owning full-cycle recruiting for at least some roles.
- Strong sourcing foundation with comfort driving consistent outbound volume.
- Exposure to GTM or technical recruiting (Sales, Marketing, RevOps, Engineering, Product, or Data).
- Excellent written communication and outreach personalization skills.
- Highly organized with strong ATS hygiene and process discipline.
- Comfortable operating in a fast-paced, evolving startup environment.
- Coachable, curious, and motivated to grow quickly as a recruiter.
- Experience with Ashby, LinkedIn Recruiter, Gem, or similar sourcing tools.
- Prior recruiting experience in high-growth startups.
- Exposure to structured interview loops, take-home assignments, or scorecards.
- Competitive salary and equity package
- Unlimited PTO paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP 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)
Salary : $115,000 - $125,000
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