Senior Manager, AI Service Design & Workflow Strategy- Advisor Services

Location: On site in Westlake, TX; Austin, TX; or Orlando, FL

Salary: USD $102,000–$165,000 per year, plus bonus or incentive opportunities.

Company

hirify.global is a financial services company developing advisor-facing digital, operational, and AI-enabled capabilities.

What you will do

• Map end-to-end advisor experiences across digital channels, service interactions, operational processes, handoffs, data inputs, and supporting systems.
• Create service blueprints, journey maps, workflow models, process artifacts, frameworks, templates, intake methods, and playbooks.
• Use research, operational data, service metrics, digital analytics, workflow observations, and stakeholder feedback to identify valuable AI opportunities.
• Translate service design insights and operational findings into business requirements, AI use cases, process improvements, and prioritization guidance.
• Recommend ways to reduce manual work, workflow complexity, service friction, servicing burden, and time to advisor outcome.
• Facilitate workshops, interviews, requirements reviews, and stakeholder alignment across product, service, operations, technology, data, risk, and AI.

Requirements

• Strong experience in service design, journey mapping, service blueprinting, workflow mapping, and future-state experience definition.
• Systems-level understanding of advisors, associates, operations teams, digital platforms, data flows, and AI-enabled capabilities.
• Ability to translate qualitative and quantitative evidence into business requirements, AI use cases, and prioritized recommendations.
• Strong analytical, problem-framing, requirements definition, process improvement, facilitation, and executive communication skills.
• Experience creating scalable frameworks, playbooks, templates, intake methods, or operating models.
• Financial services experience or strong interest in the RIA and wealth management ecosystem.

Nice to have

• Experience designing conversational, assistant-based, human-in-the-loop, or other AI-enabled experiences.
• Background in UX, interaction design, AI experience design, workflow automation, operational transformation, or enterprise AI.
• Knowledge of advisor-facing platforms, wealth management technology, fintech solutions, or financial services operations.
• Familiarity with responsible AI, model limitations, human escalation paths, controls, and oversight.

Culture & Benefits

• In-office collaboration and a commitment to working together in person on a regular basis.
• 401(k) with company match and an employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Twenty-eight-day sabbatical after every five years of service for eligible positions.
• Tuition reimbursement plus medical, dental, and vision insurance.