Sales Development Manager

About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)
• Fortune Best Workplaces in New York™ (2026)
• Great Place to Work Certified™

The Role

We are seeking a Sales Development Manager to join our Revenue organization. Reporting to our Chief Growth Officer, you'll lead a remote team of Strategic Growth Associates (SGAs) - our outbound pipeline generation team responsible for identifying, engaging, and qualifying high-fit prospects into Sales-Qualified Opportunities (SQOs) for our closing team.

The SGA team is the engine of our go-to-market motion. This role exists to bring operational rigor, hands-on coaching, and AI workflows to a team that's growing fast. You'll own your team's performance and partner with a co-manager, Revenue Operations, and senior GTM leadership to build a pipeline generation function that scales as the business scales too.

Responsibilities:

• Own the full management loop for a team of SGAs: recruiting, onboarding, coaching, performance management, and career development.
• Build a coaching practice grounded in funnel analytics - read each rep's data, identify the real lever, and run tailored 1:1s that move the right metric for that person. Coaching plans should look different for each rep.
• Design and iterate on ramp programs, outreach frameworks, and playbooks so that high-performing habits spread across the team and don't depend on ad hoc mentorship.
• Partner with Revenue Operations to build the systems, reporting, and metrics infrastructure the team needs for consistent, data-driven decision-making.
• Work closely with your co-manager and the broader GTM team to maintain a clear, shared SQO quality bar - so volume and quality compound together rather than trade off.
• Use AI tools as a default working tool: to analyze team performance, diagnose rep-level patterns, prototype coaching artifacts, and build reusable workflows that a Lead or teammate can operate without you in the room.
• Stay close to the target market and competitive landscape; translate that knowledge into targeting strategy, messaging guidance, and coaching priorities.

Must Have:

• 2+ years managing an outbound SDR, BDR, or pipeline-generation team responsible for quota attainment in a B2B SaaS environment.
• A coaching-first approach: you diagnose before prescribing, and your plans are tailored to the rep, not one-size-fits-all.
• Strong operational instincts; conversion rates, pipeline quality, and leading indicators rather than raw activity volume.
• AI-native working style: you reach for AI as a first tool to analyze data, build artifacts, and scale your leverage as a manager and you've calibrated judgment about where AI adds leverage and where human judgment is irreplaceable.
• Proficiency with CRM and sales tooling (e.g., Salesforce, Outreach, Gong, LinkedIn Sales Navigator, or equivalents).
• Proven ability to drive alignment and influence cross-functionally.

Nice to have:

• Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers.
• Comfortable working in a fast-paced, early-stage startup environment

Benefits:

• 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) 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)