Technology and Training Solutions Consultant (Financial Services)

Location: On-site in Mendota Heights, Minnesota, United States. Travel may be required based on supported offices.

Salary: $77,360–$116,040 per year.

Company

hirify.global provides financial planning, insurance, and investment services centered on clients' interests.

What you will do

• Build relationships with financial advisors, advisor teams, and network office leadership.
• Consult with advisors to align hirify.global technology tools with business objectives and support needs.
• Demonstrate how technology improves client-advisor experiences, productivity, and sales processes.
• Identify practice inefficiencies and recommend technology applications that improve outcomes.
• Collect user feedback and communicate it to Home Office leadership.
• Support technology training, deployment preparation, group facilitation, and engagement tracking.

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.
• Ability to understand sales-focused software technology and communicate its benefits to technical and non-technical audiences.
• Ability to build relationships, drive measurable improvements, and facilitate groups.
• Fingerprinting and completion of required forms are required under NMIS and FINRA guidelines.

Culture & Benefits

• On-site work embedded within network offices.
• Opportunities to collaborate with advisors, office leadership, and Home Office teams.
• Professional development through training sessions and continuous improvement initiatives.
• Compensation varies based on skills, experience, market conditions, candidate location, and other hiring factors.