VP, Business Consultant (Financial Services)

Location: Remote Colorado, United States

Salary: $124,115–$206,824 per year, plus discretionary bonus eligibility.

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, custody services, and practice management support.

What you will do

• Organize and execute client business projects involving recruiting, business structure, products, payroll, and promotional campaigns.
• Assess client businesses, collect and analyze operational information, and identify improvement opportunities.
• Formulate and present recommendations that improve financial advisor profitability and efficiency.
• Develop and implement business models, productivity initiatives, client segmentation, service models, and advisor business plans.
• Provide guidance on succession planning, team structures, business valuations, products, services, and advisor best practices.
• Facilitate advisor study groups, focus groups, and regional meetings while collaborating with internal teams, sponsors, and industry experts.

Requirements

• Bachelor’s degree or higher in Business, Finance, Economics, Administration, or a related field, or equivalent experience and training.
• 10+ years of experience in financial services and consulting.
• Familiarity with business management software such as Salesforce, Redtail, Wealthbox, or E-Money.
• Series 7, 63, 65, and/or 66 licenses.
• Strong analytical, organizational, time-management, communication, and interpersonal skills.

Nice to have

• Experience working with independent financial advisors.
• Knowledge of investments, financial operations, insurance, business practices, and the broker-dealer landscape.

Culture & Benefits

• Remote work arrangement in Colorado.
• 401(k) matching, health benefits, employee stock options, and volunteer time off.
• Competitive total rewards package and discretionary bonus eligibility.
• Collaborative environment with opportunities to influence advisor and client outcomes.

Hiring process

• Application and direct communication from an @lplfinancial.com email address.
• LPL does not conduct interviews through online chatroom forums or request payment or banking information during interviews.