Senior Director Advisor Solutions and Adoption

Location: Dallas, TX, United States

Employment type: Full time

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving independent agents and clients nationwide.

What you will do

• Own same-store growth, advisor retention, asset retention, and return on assets across the platform.
• Lead a three-pod advisor success model and the solutions, platform, and technology consulting bench.
• Design pod coverage, advisor-to-leader ratios, and scalable service-model benchmarks.
• Operate retention systems including risk scoring, leading-indicator monitoring, and intervention plans for at-risk books.
• Manage the advisor experience from transition handoff through steady state using reporting and analytics.
• Partner with growth, investment, and product leadership on recruiting referrals, proof points, shelf strategy, and advisor feedback.

Requirements

• 15+ years of experience in wealth management, advisor experience, practice management, or field leadership.
• Experience supporting a platform of comparable scale and a large, geographically distributed advisor base.
• Proven results in same-store growth, advisor and asset retention, segmented service models, and organic growth.
• Fluency in platform economics, advisory conversion, fee-based revenue, product shelf strategy, and technology adoption.
• Experience building and leading a multi-layer organization.
• Bachelor's degree required; MBA or equivalent advanced degree preferred.

Culture & Benefits

• Family-like, people-first work environment.
• Hyper-growth company with professional development opportunities.
• Competitive compensation package.
• Benefits designed to support employees and their families.