Succession Planning Analyst

Location: Fort Mill/Charlotte, United States

Salary: $69,937–$116,493 annual base salary

Company

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

What you will do

• Support succession planning services for more than 32,000 financial advisors.
• Manage project intake, workflows, milestones, and advisor expectations.
• Oversee escalations from internal business partners and advisors.
• Guide advisors through continuity, succession, and corporate planning options.
• Use technology to automate manual work and build scalable, efficient processes.
• Perform ad hoc analysis, financial data entry, partner coordination, and presentations of new product ideas.

Requirements

• BA/BS degree in Business, Finance, Economics, or a related discipline.
• 2+ years of experience in wealth management, corporate finance, investment banking, corporate development, or customer service.
• Strong written and verbal communication, analytical, problem-solving, and presentation skills.
• Ability to execute strategies, track delivery, prioritize multiple tasks, and work with incomplete information.
• Ability to collaborate, take initiative, maintain attention to detail, and work effectively in a fast-paced environment.

Nice to have

• Experience with CRM tools such as Salesforce.
• Knowledge of financial concepts.

Culture & Benefits

• Collaborative, team-oriented environment focused on continuous improvement and client success.
• 401(k) matching, health benefits, and employee stock options.
• Paid time off and volunteer time off.
• Opportunities to contribute ideas and make an impact on advisor-facing services.