AVP, Strategic Account Manager

Location: Fort Mill/Charlotte, United States

Base salary: $100,116–$166,860 per year

Company

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

What you will do

• Manage complex relationships with large RIA and OSJ firms, advisors, and enterprise clients.
• Resolve complex business, affiliation, service, registration, compensation, and technology issues.
• Coordinate cross-functional projects and lead the Case Management process for Strategic Account Managers and Large Enterprises.
• Maintain Salesforce records, business assessments, contract accommodations, pricing arrangements, and service-related credits.
• Prepare meetings, provide periodic updates, and ensure VIP clients receive high-quality service.
• Collaborate with LPL departments, vendor partners, and business leaders to improve client outcomes and identify growth opportunities.

Requirements

• 5+ years of experience in sales, relationship management, wholesaling, or senior client service roles.
• 5+ years of experience in the financial services industry.
• Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, or the ability to obtain the required licenses within 90 days.
• 3+ years of project management experience, including cross-functional initiatives.
• 3+ years of experience using Salesforce CRM and related tools.
• Strong communication, listening, coaching, problem-solving, and relationship management skills.

Nice to have

• Bachelor’s degree.
• Experience in sales or progressive client service roles.
• Experience working effectively in structured and unstructured environments.
• Understanding of LPL processes and platforms.

Culture & Benefits

• Collaborative environment with opportunities to make an impact.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and support designed to promote professional and personal well-being.