Senior Director - Workplace Planning & Advice (Financial Services)

Location: Remote - Nationwide within the United States. Candidates in the Denver, Colorado area are preferred; relocation assistance is not available.

Base salary: $138,000–$200,100 per year, with potential bonus participation.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through retirement, wealth, and workplace advice solutions.

What you will do

• Lead strategy and execution across Workplace Planning & Advice teams through multiple Senior Managers.
• Drive asset retention, managed account adoption, Wealth referrals, participant engagement, and other enterprise metrics.
• Own lifecycle development from onboarding through advanced planning and high-net-worth transitions.
• Set KPIs, advice quality standards, coaching frameworks, audit practices, licensing standards, and regulatory supervision.
• Develop campaign, performance management, and technology integration strategies with Product, WPA Experience, Marketing, and Wealth teams.
• Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums while building manager pipelines and organizational cohesion.

Requirements

• Authorization to work for any employer in the United States is required; visa sponsorship, including CPT/OPT sponsorship, is not available.
• Bachelor’s degree and FINRA Series 7, 24, and 66 licenses are required.
• FINRA fingerprinting is required.
• 7+ years of experience in retirement services, advice leadership, or participant strategy.
• 3+ years leading multi-team, multi-function environments with accountability for people, performance, and revenue.
• Experience with campaign management, advice platform integration, advisory services development, analytical communication, and people leadership.

Nice to have

• MBA or master’s degree.
• CRPC or CFP certification.
• Experience developing leadership pipelines, succession strategies, and high-performing teams in complex financial services organizations.
• Experience scaling financial advice delivery through technology, process optimization, or participant engagement strategies.

Culture & Benefits

• Flexible work environment with support for internal mobility, inclusion, well-being, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and investment options.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Business Resource Groups supporting inclusion and collaboration.