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Sally's Apizza
Winchester, MA, United States
FIND YOUR FIRE! At Sally's Apizza we have been creating New Haven Style Apizza since 1938 and are now expanding to locations across the United States. Famous for our distinctive tomato sauce and chewy, crispy crust with an iconic oven-kissed char, Sally's draws pizza fans from around the world. We hand-craft authentic pizza in custom-designed oven
Job Source: Sally's ApizzaThe Scotts Miracle-Gro Company
Woburn, MA, United States
Here at Scotts Miracle-Gro there is no such thing as a typical day. Our culture is constantly energized by new and exciting growth opportunities and at a rapid pace. Below are details on an open job. If the role interests you and you would like to be considered we encourage you to apply! We are looking for a Sales Manager to join our Field Sales t
Job Source: The Scotts Miracle-Gro CompanyPR Management Corp
Winchester, MA, United States
**Job Details** **Restaurant Manager - Woburn** SHARE THIS AddThis Sharing Buttons **Job Number:** 5068 **Category:** Restaurant Management **Location:** 300 Mishawum Rd. building E., Woburn, MA **Panera Bread in Woburn is looking for an experienced restaurant assistant manager! Competitive salary and bonus package. Tremendous opportunities for adv
Job Source: PR Management CorpSavvy Wealth
Waltham, MA, United States
Job Description Job Description 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 advis
Job Source: Savvy WealthSavvy Wealth
Newton, MA, United States
Job Description Job Description 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 advis
Job Source: Savvy WealthFidelity TalentSource LLC
Boston, MA, United States
Job Description: The Role As a Senior Communications Manager for Fidelity Wealth, you will work directly for the Head Fidelity Wealth Communications supporting the development and execution of internal communications programs that support business objectives and align with Fidelity enterprise priorities. While aligned to internal communications
Job Source: Fidelity TalentSource LLCSavvy Wealth
Boston, MA, United States
Job Description Job Description 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 advis
Job Source: Savvy WealthSavvy Wealth
Somerville, MA, United States
Job Description Job Description 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 advis
Job Source: Savvy WealthWoburn, MA, United States
Job Description Job Description 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
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Email Alert for Senior Wealth Manager, Woburn, MA jobs in Woburn, MA, United States
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