Field Tech Solutions and Support Consultant (Financial Services)

Location: Phoenix, Arizona, United States; on-site within a network office with hybrid classification. Travel may be required based on supported offices.

Salary: $70,320–$105,480 per year.

Company

hirify.global provides financial services focused on insurance, investments, and financial advisory solutions.

What you will do

• Build relationships with financial advisors, advisor teams, and network office leadership to understand business objectives and technology support needs.
• Help advisors use hirify.global’s technology tools effectively to improve productivity and client-advisor experiences.
• Provide consultation and subject matter expertise for technology implementations, office remodels, new builds, upgrades, and deployments.
• Manage escalations, project activities, stakeholder communication, and feedback for enterprise technology implementations.
• Identify process inefficiencies and recommend technology improvements that increase adoption, sales effectiveness, and client satisfaction.
• Deliver or facilitate training, prepare users for new deployments, and manage collaboration with third-party technology vendors.

Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.
• At least 2 years of related experience, including consulting with professionals in financial services or a similar industry.
• Experience coaching and training professionals, facilitating groups, and building stakeholder relationships.
• Advanced knowledge of computer and mobile-device hardware, software configuration, operating systems, LAN, and troubleshooting tools.
• Ability to understand sales-focused software, communicate with technical and non-technical audiences, and drive measurable improvements in adoption or sales outcomes.
• Ability to work on-site in the Phoenix network office; fingerprinting and completion of required forms are required under NMIS and FINRA guidelines.

Culture & Benefits

• Work with financial advisors and enterprise partners across network offices nationwide.
• Continuous education, advanced training, self-study, and training sessions support technology expertise.
• Compensation is adjusted based on skills, experience, market conditions, candidate location, and applicable geographic pay structures.
• Equal opportunity workplace focused on client interests, creative contributions, professional challenges, and leadership.