AVP, Wealth Advisors Group Product Manager (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $109,283–$182,104 annually

Company

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

What you will do

• Lead product strategy and collaborate with WealthAG, Sales, Corporate Development, Legal, Operations, Technology, Architecture, Cybersecurity, and other stakeholders.
• Partner with the Product Owner to evolve a proprietary platform supporting client segmentation, business valuation, and advisor transition opportunities.
• Define product offerings, business cases, economic models, operational frameworks, roadmaps, delivery priorities, and success metrics.
• Drive advisor adoption, engagement, workflow improvements, platform integration, and measurable business outcomes.
• Lead strategic initiatives from concept through execution to support growth and service diversification.
• Monitor adoption, revenue growth, net new assets, client retention, operational efficiency, time-to-market, and user experience to guide continuous improvement.

Requirements

• Must work in the Fort Mill/Charlotte, United States area.
• 5+ years of experience in wealth management, including awareness of industry dynamics and best practices.
• 3+ years of experience building products or technology-enabled services, product management, project management, and/or product design.
• Strong analytical, strategic, organizational, communication, prioritization, and execution skills.
• Ability to influence decisions, present complex initiatives to senior leaders, and take on new business challenges including investor onboarding strategies.

Nice to have

• FINRA licensing with SIE and Series 7.
• Experience with product as a service, wealth management models, investment account types, and ERISA-qualified plans.
• Experience with Salesforce and its capabilities and integration points.
• SAFe, CPM, or Six Sigma certification.

Culture & Benefits

• Collaborative, fast-paced, team-oriented environment focused on creativity and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Competitive total rewards package supporting professional and personal well-being.

Hiring process

• Applications and candidate communications are handled through hirify.global’s official recruiting process.
• Interviews are conducted directly by LPL and not through online chatroom forums; no payment or bank and credit card information is requested.