VPII, Corporate Strategy Lead

Location: San Diego, United States

Salary: $178,293–$297,155 per year

Company

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

What you will do

• Lead enterprise strategy initiatives covering corporate growth, competitive positioning, advisor and client value propositions, operating model evolution, AI-enabled transformation, pricing, M&A, and adjacent market expansion.
• Frame ambiguous strategic questions and develop fact-based recommendations for senior executives, the Management Committee, and the Board.
• Build executive-ready narratives, presentations, strategic updates, and decision-oriented materials.
• Partner with Finance, Technology, Product, Legal, Risk, Transformation, Corporate Development, and business lines to align strategy with execution.
• Lead market sizing, financial modeling, scenario analysis, option development, competitive intelligence, and risk assessment.
• Manage and coach strategy talent while translating recommendations into roadmaps, governance models, metrics, and implementation plans.

Requirements

• Bachelor’s degree in business, economics, finance, strategy, engineering, liberal arts, or a related field.
• 10+ years of experience in strategy consulting, corporate strategy, business strategy, corporate development, strategic finance, or a comparable role.
• Experience at a top-tier management consulting firm or an equivalent environment at Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level.
• Ability to lead complex strategy projects from problem definition through recommendation and executive alignment.
• Strong financial and analytical capabilities, including business case development, market sizing, scenario analysis, and executive-level synthesis.
• Experience influencing senior stakeholders, leading workstreams, developing talent, and connecting strategy with execution.

Nice to have

• MBA or another advanced degree from a top-tier program.
• Experience in wealth management, brokerage, asset management, banking, fintech, insurance, or related financial services.
• Experience with pricing, M&A, platform strategy, AI or digital transformation, operating model redesign, or advisor and client experience strategy.
• Experience preparing materials for C-suite, Board, Management Committee, or investor-facing discussions.
• Experience in both consulting and corporate environments.

Culture & Benefits

• Full-time employment with a competitive total rewards package.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Culture focused on integrity, collaboration, continuous improvement, client success, and shared accountability.

Hiring process

• Candidate communications are conducted directly through an @lplfinancial.com email address.
• Interviews are not conducted online through chatroom forums, and applicants are not asked for payment or bank and credit card information.