RVP Wealth Management, MidAtlantic (Fintech)

Location: Remote work is available only in North Carolina, Virginia, Maryland, Pennsylvania, Delaware, or New Jersey. Travel throughout the territory and participation in in-person advisor, client, broker-dealer, regional, national, and industry events are expected.

Base salary: $150,000–$200,000 per year, with potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services organization providing financial planning and advice, asset management, insurance, and annuity solutions.

What you will do

• Drive territory sales results by developing relationships with new and existing advisors through meetings, presentations, client events, and educational programs.
• Use a consultative sales approach to influence advisor product selection and align wealth management solutions with client and business needs.
• Partner with sales consultants, field leaders, marketing, and other stakeholders to execute territory business plans.
• Monitor industry trends, competitive developments, and regulatory changes to inform product positioning and sales strategy.
• Travel throughout the territory to conduct advisor engagement activities, deliver training, and represent the organization at industry events.
• Use CRM tools, sales analytics, proprietary systems, and territory operations processes to improve sales effectiveness and advisor experience.

Requirements

• 10+ years of financial services experience in a sales-focused role, with deep investment and wealth management product knowledge.
• Proven success in consultative sales, influencing outcomes, and driving business growth.
• Bachelor’s degree or equivalent.
• Series 7 license required upon hire.
• Active state securities agent registration through S63 or S66, or the ability to obtain it within 90 days.
• Active state IAR registration through S65 or S66, or the ability to obtain it within 90 days.

Nice to have

• Professional designations such as CFP, ChFC, CRPC, CEBS, RICP, or similar credentials.
• Experience with Microsoft Office, CRM platforms, and sales analytics tools.
• Strong communication, presentation, relationship-building, and problem-solving skills.
• Knowledge of Ameriprise business units, advisor channels, and field organization structures.

Culture & Benefits

• Remote work with travel and in-person collaboration expectations discussed during the hiring process.
• Comprehensive benefits supporting health and well-being, including vacation, sick time, 401(k), and health, dental, and life insurance.
• Pay-for-performance compensation with potential bonus, commissions, and long-term incentives.
• Work in a fast-paced, highly matrixed environment with diverse internal stakeholders.
• Applicants must already have U.S. work authorization and must not require visa sponsorship now or in the future.