Professional Team Growth Consultant

Location: Remote within the United States; virtual and in-person engagements with advisory teams across the country.

Salary: $114,731–$155,224 per year.

Company

hirify.global provides financial services focused on helping people manage money and live balanced, purposeful lives.

What you will do

• Consult with financial advisors and advisory teams on practice management, strategic planning, organizational design, and business planning.
• Guide teams through ownership, governance, compensation, revenue-sharing, succession, continuity, merger, acquisition, and transition planning.
• Analyze financial, operational, productivity, and practice health data to identify growth and profitability opportunities.
• Use Salesforce, Power BI, financial workbooks, and related tools to develop actionable business recommendations.
• Lead virtual and in-person engagements, workshops, executive briefings, and team development programs.
• Build advisor relationships and facilitate difficult discussions that support behavioral change, scalability, and organizational transformation.

Requirements

• Bachelor's degree in finance, business administration, or a related field, or equivalent professional experience.
• At least 5 years of experience in a similar coaching or consulting role with financial advisors and collaborative practice-building initiatives.
• Advanced practice management experience, including client service models, team building, teaming structures, and model office practices.
• Experience creating content and facilitating presentations for both small and large groups.
• Strong change management, consulting, facilitation, executive communication, and stakeholder-influence skills.
• Proficiency with Salesforce, internal sales advice platforms, Microsoft Office, Power BI, and other analytical tools.

Nice to have

• Experience leading sales groups, financial advisors, or offices.

Culture & Benefits

• Medical, dental, and vision insurance may be offered.
• 401(k), pension, health savings account, flexible spending account, and insurance programs may be available.
• 20 days of paid time off, sick and safe time, and 10 paid company holidays.
• Paid parental leave, volunteer time off, employee assistance, and well-being benefits may be offered.
• Additional bonus and incentive programs may be available.