VP, Strategy (Financial Services)

Location: Fort Mill/Charlotte, United States

Salary: $145,436.00–$242,359.00 per year

Company

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

What you will do

• Lead strategic initiatives and data strategy for Business Solutions, including subscription and non-subscription offerings.
• Develop pricing strategy, conduct annual pricing analysis, and recommend strategic adjustments.
• Own the three-year strategic roadmap and coordinate product roadmaps, development cycles, schedules, and milestones.
• Implement automation and technology solutions and lead process improvements to increase product and operational efficiency.
• Define business strategy metrics, KPIs, reports, and operational efficiency dashboards.
• Support demand planning, staffing models, and Board and executive presentations.

Requirements

• 5+ years leading high-performing data, business strategy, or related teams.
• 5+ years of experience in wealth management, with familiarity across advisor-mediated business models.
• 3+ years working with senior and executive leadership on rolling, cross-domain investment roadmaps.
• 2+ years working with Salesforce or Salesforce Service Cloud as a ticketing or task management system.
• Work from the Fort Mill/Charlotte location in the United States.

Nice to have

• MBA.
• Corporate or business strategy experience in financial services.
• Experience with internal or B2B team tools and call-center tools.
• Experience in process, quality, or continuous improvement.

Culture & Benefits

• Collaborative, fast-paced, team-oriented work environment.
• 401(k) matching, health benefits, and employee stock options.
• Paid time off and volunteer time off.
• Focus on creativity, continuous improvement, integrity, and client success.

Hiring process

• Apply through the hirify.global careers account.
• Candidate communications should come from an @lplfinancial.com email address.