Advisor Support Manager (Fintech)

Location: Dallas, TX; hybrid role requiring three days per week in the office

Salary: $79,000–$107,000 USD per year

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, affordability, and quality of financial advice.

What you will do

• Own day-to-day service relationships and operational support for a portfolio of strategic RIA firms.
• Build trusted relationships with advisors, operations teams, and executive leadership while understanding each firm’s workflows, goals, and use of hirify.global.
• Coordinate Support, Operations, Product, Engineering, Onboarding, Sales, and other teams to resolve complex issues and manage the advisor experience through resolution.
• Communicate capabilities, limitations, tradeoffs, and next steps clearly across operational, technical, and executive audiences.
• Identify product, process, and workflow gaps and translate advisor needs into actionable business context and recommendations.
• Synthesize portfolio-wide feedback into prioritized insights that support advisor trust, retention, growth, and scalability.

Requirements

• 5+ years of experience in financial services, fintech, wealth management, customer success, relationship management, or a similar client-facing role.
• Strong understanding of RIAs and advisory-firm operations, with experience building and retaining complex or high-value client relationships.
• Excellent written and verbal communication, presentation, meeting facilitation, problem-solving, and escalation management skills.
• Strong ownership, judgment, emotional intelligence, executive presence, prioritization, and follow-through.
• Ability to influence cross-functional partners without direct authority and turn ambiguous problems into clear recommendations and next steps.
• FINRA Series 7 and Series 63 licenses required; Series 24 preferred.

Culture & Benefits

• Values include kindness, humility, growth mindset, ownership, healthy debate, and grit.
• Premium healthcare, dental, and vision insurance plans.
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional development opportunities, employee mobility support, and an annual learning and development budget.
• One month of work from anywhere, with exceptions for a few countries, plus company perks and financial guidance programs.