Director, Wealth & Planning Solutions

Location: Hybrid schedule near Charlotte, NC or Concord, CA; candidates must be legally authorized to work in the United States.

Base salary: $200,000–$220,000 annually, plus variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, and consulting support for financial advisors and manages a platform with more than $150 billion in assets under management.

What you will do

• Define and execute the vision, strategy, roadmap, OKRs, KPIs, and reporting for wealth and planning solutions.
• Manage and grow the Securities Backed Line of Credit, hirify.global Charitable, and Self Directed Brokerage Account products.
• Research market issues, evaluate new ideas, and develop pipeline plans for new wealth solutions.
• Partner with Distribution, Marketing, Technology, Legal, Finance, and other functions to deliver digital experiences and advisor-facing services.
• Support sales through solution positioning, competitive analysis, and distribution-channel enablement.
• Lead planning experts and support the professional development of junior staff.

Requirements

• Bachelor’s degree in business or a related field.
• 10+ years of relevant experience in wealth management solutions, product strategy, or product development.
• Direct experience with wealth offers such as cash, lending, retirement, or solutions connected to advisory accounts.
• Strong analytical, financial modeling, communication, executive presentation, and risk evaluation skills.
• Experience managing complex projects from start to finish, on time and within budget.
• Must be legally authorized to work in the United States; visa sponsorship is not available.

Nice to have

• Private banking experience.
• Knowledge of broker-dealers, RIAs, and TAMPs.

Culture & Benefits

• Hybrid work schedule with approximately 10–15% travel depending on business needs.
• Paid time off, sick time off, and volunteer time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options, plus HSA contributions for HDHP participants.
• Career development, recognition programs, and fitness reimbursement.