Complex Director (Financial Services)

Location: Newton, Massachusetts, United States. Hybrid schedule with at least four days per week in the office and up to one day working from home; weekly visits to branches within the complex are required.

Base salary: $120,000–$150,000 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Drive profitable growth across multiple branches through business planning, P&L management, revenue growth, and asset growth.
• Lead branch managers, associate managers, advisors, and support teams across the complex.
• Recruit experienced and novice advisors, generate local candidate pipelines, and manage onboarding and ramp-up plans.
• Coach managers and advisors on business planning, client acquisition, advice, investment solutions, and practice acquisitions.
• Ensure client service, brand standards, compliance, risk management, and supervisory requirements are met.
• Conduct regular business reviews, performance reviews, coaching sessions, and branch visits.

Requirements

• Bachelor’s degree or equivalent four-year education and 7–10 years of relevant professional experience.
• Active FINRA Series 7 and Series 24, or S9/10.
• Active state securities registration through S63 or S66 and active IAR registration through S65 or S66.
• Active life and variable contracts insurance licenses.
• Experience managing P&L expenses, analyzing business data, and identifying growth opportunities.
• Valid U.S. work authorization without current or future visa sponsorship requirements is mandatory.

Nice to have

• Master’s degree and/or relevant industry designations such as CFP.

Culture & Benefits

• Client-centric, relationship-based environment focused on face-to-face collaboration.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Leadership culture emphasizes integrity, client focus, excellence, peer learning, continuous development, and community contribution.
• Performance-based compensation may include bonuses, commissions, and long-term incentives.