Specialist, Business Strategy (Wealth Management)

Location: Chicago, IL, United States. Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Salary: $114,700–$194,900 USD annual base pay, plus potential discretionary bonus and equity component.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Support multi-year growth strategy and annual strategic priorities for the Wealth Client Group.
• Translate growth objectives into business plans, milestones, ownership models, and success measures.
• Develop recommendations for client acquisition, asset growth, strategic account engagement, and product prioritization.
• Evaluate staffing models, advisor coverage, territory design, sales support, capability gaps, and resource allocation.
• Build business cases for technology, automation, data, reporting, and enablement investments.
• Analyze market, competitor, advisor, and client trends and provide leadership with recommendations, risks, and expected business value.

Requirements

• 10+ years of experience in strategy, business enablement, consulting, transformation, asset management, wealth management, intermediary distribution, or related business leadership.
• Bachelor’s degree required.
• Understanding of sales, distribution, product commercialization, and financial drivers in asset or wealth management.
• Strong strategic execution skills and the ability to connect recommendations with measurable outcomes.
• Ability to influence and coordinate across stakeholders, business partners, and cross-functional teams.
• Strong leadership, organizational, written, verbal communication, and data analysis skills.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Inclusive workplace with opportunities to support local communities.