Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Provide senior FATCA/CRS technical support, complex classification reviews and sign-off.
Support sales calls, demos, and client onboarding with practitioner expertise.
Act as technical resource to client-facing team and advise on regulatory developments.
WealthComply AG is a Zurich-based software company providing a platform that manages the AEOI compliance cycle for trust companies, corporate service providers, and fund administrators. The platform is used by licensed fiduciaries internationally, and the team is adding senior consulting support to handle complex structures.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Own the master roadmap for the Growth organization, tracking all active programs, sequencing rollouts, and ensuring shared resources are applied in the right order.
Design and own the operating cadence for the Client Development team, including meeting rhythms, program reviews, and leadership updates.
Lead a four-person Revenue Operations and Enablement team, driving conversion improvement, field enablement, and change management across the organization.
Mercer Advisors helps families simplify and amplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services under one team. They serve over 42,800 families across 110+ U.S. cities, are ranked the #1 RIA firm by Barron's, and foster a flexible, inclusive culture where more than half of employees and client-facing professionals are women.
Own the end-to-end tax product roadmap, from discovery through delivery, covering the full client journey from document intake to filed return and tax planning.
Lead a cross-functional pod daily with engineering, design, data, and tax leadership, running agile ceremonies and managing external vendor relationships.
Shape the AI-powered tax transformation by setting direction for AI agents, driving rigorous evaluation of AI outputs, and integrating tax into the broader Mercer Advisors platform.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more under one team. Serving over 42,800 families across the U.S., the firm is ranked #1 RIA by Barron's and fosters a flexible, inclusive culture where more than half of employees and client-facing professionals are women.
Talk to warm leads who have already raised their hand.
Receive training before you are expected to perform.
Build a leadership track as a high performer.
Global Elite Empire Consultants is a financial-services company helping families protect their income and future. The company offers structured days, coaching, and a clear leadership track for high performers.
Work one-on-one with law firm owners to set growth targets, establish priorities, and build actionable business plans.
Review revenue, expenses, margins, and cash flow to identify opportunities for improved profitability.
Coach owners through operational problems and hold them accountable for executing their plans.
HTM helps attorneys who own law firms improve their business performance through one-on-one advising. The company pairs former business owners with small and midsized law firm clients, focusing on practical accountability and growth.
Own the integrated company plan: long-range and annual planning, forecasts, headcount, and cash.
Build and develop a strong FP&A and Strategic Finance team from a lean starting point.
Partner with GTM and R&D on pricing, unit economics, and investments; lead Board reporting and fundraising.
TRM Labs provides AI-powered intelligence solutions that help public and private agencies investigate and disrupt crime. It is a Series C, distributed-first company with $220M in funding, known for a fast-paced, mission-driven culture.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Run the founder's office across the group: own operating rhythm, decision memos, and execute orphan workstreams.
Run hiring with our recruiter, close loops with senior stakeholders, and remove operating admin.
Direct an AI operating layer daily, working alongside co-founders, investors, and advisers.
All Cares is a founder-led group of B2B software companies serving the private wealth and governance world, with products for compliance automation and board governance. The team is small, distributed across several countries, and runs on an AI-first operating layer with a culture of humility, pace, and autonomy.
Serve as a trusted advisor to C-level executives, coaching teams to define, communicate, and operationalize their results achievement.
Drive excellent platform launch and introduction, guiding customers to define and achieve measurable value that increases over time.
Partner with customers and internal teams to increase business results, close renewals, and identify expansion opportunities.
WorkBoard is the pioneer in AI-driven strategy execution solutions, helping enterprises align, measure, and achieve their most important outcomes. Backed by top-tier investors, it is a fast-growing, mission-driven team redefining how organizations execute strategy at scale.
Lead and scale a team of Financial Coaches and Advice Coaches, owning competence, quality, and customer outcomes.
Build training and development frameworks, including T&C schemes, onboarding, and progression pathways.
Optimize the end-to-end customer experience using technology like AI, video calls, and CRM tools.
Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing, ambitious, and fosters a collaborative, inclusive culture where employees can have real impact.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments.
Collaborate with financial advisors and internal team members across all 50 states to deliver sophisticated estate plans.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. The firm is growing and offers a collaborative, client-focused culture with no billable-hour requirement.
Lead a global TPA Member Services organization, setting consistent culture, standards, and accountability across onsite and remote sites.
Own service performance, client SLAs, and workforce strategy, including budget, capacity planning, and leader development.
Drive a service transformation roadmap with automation, self-service, workflow improvements, and AI-enabled tools to reduce member effort.
Personify Health created the first and only personalized health platform, combining health plan administration, wellbeing solutions, and care navigation. The company serves employers, health plans, and health systems with a mission-driven team focused on empowering healthier lives.
Build relationships with warm leads who have already expressed interest in financial protection.
Work from home with structured daily activities and coaching while you ramp.
Develop your skills quickly and advance into leadership if you perform well.
Global Elite Empire Consultants is a remote financial-services company focused on helping families protect income and future. They emphasize structured training, warm-lead conversations, and a leadership track for high performers.
Lead a new business unit as Managing Director, owning strategy, client relationships, quality, and financial performance.
Originate and grow your book of business, bringing relationships to Infinity and expanding them.
Direct AI-driven tooling with engineering and product teams while building a lean team as the practice grows.
Infinity Constellation pairs credentialed practitioners with an AI-driven backbone to build independent professional services business units. It is a small, growing network of lean teams, not a headcount-heavy firm.
Lead a portfolio of pharma accounts, driving retention, expansion, and revenue growth.
Manage and mentor a team of Client Services Managers, fostering a high-performance culture.
Partner with clients to understand brand strategies and deliver measurable ROI.
Impiricus is the first and only AI-powered HCP Engagement Engine, ethically connecting healthcare professionals to pharma resources. Founded by a physician and a pharma executive, the company is the fastest-growing in North America per Deloitte's 2025 Fast 500 list, guided by a council of 2000+ HCP advisors.
Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Provides comprehensive administrative support to senior executives in a fast-growing financial firm.
Manages complex calendars, travel arrangements, and serves as a trusted liaison.
Handles sensitive information with discretion and supports special projects.
Mercer Advisors helps families simplify financial lives by integrating planning, investment, tax, and more. They serve over 42,800 families across the U.S., with a flexible, diverse workforce where over half of employees are women.
Lead business performance and execution across a portfolio of dance and performing arts businesses, establishing management rhythms and standards.
Own the consolidated budget, forecast, and P&L view, partnering with business-unit leaders and Finance.
Coach and advise business-unit leaders to strengthen execution and financial management while preserving their ownership.
Ensemble Performing Arts owns and operates 120+ local music and dance schools and complementary performing arts businesses. It is one of the fastest-growing platforms of independently-run performing arts schools in the US, with a people-first culture.