VP Wealth Management (Financial Services)

Location: Onsite at the Corporate Office, 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027, United States

Target hiring range: $143,114.74–$190,819.65 annually, depending on experience and before eligible incentives.

Company

hirify.global provides banking, financial services, and wealth management solutions to members and communities.

What you will do

• Lead the strategy, growth, profitability, and overall performance of the Wealth Management program.
• Oversee investment, insurance, and advisory services, including suitability reviews, supervisory controls, risk management, and regulatory compliance.
• Serve as the licensed OSJ Principal and maintain relationships with broker-dealer partners, regulators, product providers, and other business partners.
• Develop departmental goals, budgets, performance measures, operational priorities, and growth strategies.
• Lead recruiting, onboarding, coaching, succession planning, performance management, and retention for Wealth Management associates and advisors.
• Report business performance, compliance matters, strategic initiatives, and program growth to executive leadership and the Board.

Requirements

• High school diploma or GED and a bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 8–10 years of progressive experience in wealth management, investments, financial services, banking, credit unions, or a related industry.
• 5–8 years of leadership experience with accountability for strategic planning, business performance, associate development, and regulatory oversight.
• Experience leading revenue-generating business lines and developing growth strategies.
• Strong knowledge of wealth management, investment advisory services, financial planning, regulatory compliance, financial analysis, and relationship management.
• Required licenses: FINRA Series 7, FINRA Series 24 or equivalent Principal License, FINRA Series 66 or Series 63 and 65, and a State Life and Health Insurance License.

Nice to have

• Master's degree in Business Administration, Finance, Economics, or a related field.
• Experience serving in a supervisory, compliance, or principal capacity within a broker-dealer environment.
• CFP®, ChFC®, or a similar professional designation.

Culture & Benefits

• Paid holidays, floating holidays, personal days, vacation, and sick time.
• Low-cost medical, dental, and vision plans.
• Paid childcare assistance and student loan repayment.
• 401(k) plan, gym fee reimbursement, and tuition reimbursement.
• Work focused on member service, accountability, collaboration, continuous improvement, and community prosperity.