Assistant Director, Advisor Equity Partnerships (Wealth Management)

Location: Milwaukee, Wisconsin, United States; corporate office

Salary: $130,800–$196,200 USD annually. Geographic-specific ranges may apply, including $143,920–$215,880 and $150,400–$225,600.

Company

hirify.global is a financial services company focused on putting clients' interests at the center of its business.

What you will do

• Source, evaluate, and recommend minority equity investments in independent wealth management firms.
• Build and maintain financial models for underwriting, valuation, transaction structuring, and investment returns.
• Lead financial analysis, diligence, negotiation support, documentation, and day-to-day transaction execution.
• Coordinate cross-functional diligence with Legal, Risk, Compliance, Finance, Accounting, Tax, and other stakeholders.
• Monitor portfolio company performance, investment returns, and operating metrics for senior leadership reporting.
• Research industry trends and improve investment processes, valuation frameworks, and reporting capabilities.

Requirements

• 5+ years of experience in private equity, corporate development, transaction advisory, valuation, strategic finance, or another investment-oriented role; alternatively, 3+ years in management consulting or investment banking.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Ability to independently build, maintain, and interpret financial and valuation models.
• Strong analytical, communication, project management, organizational, and relationship management skills.
• Ability to manage multiple priorities and stakeholders in a fast-paced environment.
• High personal initiative, intellectual curiosity, ownership, and ability to communicate complex concepts to senior leaders and business owners.

Nice to have

• MBA, CFA designation, or progress toward CFA.
• Familiarity with wealth management, financial services, or professional services business models.

Culture & Benefits

• Full-time corporate employment.
• Commitment to equal opportunity and an inclusive environment.
• Work focused on client interests, creative ideas, professional challenges, and leadership development.
• Transparent salary ranges with compensation based on skills, experience, market conditions, and location.