Tech Success Consultant (Financial Services Technology)

Location: On-site in Minneapolis, MN (NO 038); travel may be required based on supported offices.

Salary: $77,360–$116,040 USD annually, with geographic-specific pay structures potentially applying.

Company

hirify.global provides financial services focused on insurance, investments, and technology-enabled advisor practices.

What you will do

• Build relationships with financial advisors, advisor teams, and network office leadership.
• Consult with advisors on using technology tools to improve client experiences, productivity, and sales effectiveness.
• Apply knowledge of insurance and investment sales cycles to integrate technology into business processes.
• Identify practice inefficiencies and recommend technology applications that support measurable improvements.
• Deliver and facilitate training on technology best practices and prepare users for new technology deployments.
• Collect user feedback, track engagement activities, and collaborate with Home Office leadership on improvements.

Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.
• At least 2 years of related experience, including consultation with professionals in financial services or a similar industry.
• Experience coaching and training professionals.
• Ability to understand sales-focused software technology and communicate its benefits clearly.
• Ability to build and maintain professional relationships and drive measurable improvements in an outcome-based model.
• Ability to lead and facilitate groups.

Culture & Benefits

• Full-time employment with a focus on client interests and continuous improvement.
• Work is embedded within network offices and includes collaboration across organizational levels.
• The position requires fingerprinting and completion of required forms under NMIS guidelines.
• Classified as an Associated Person under NMIS guidelines and designated Non-Registered Fingerprinted under FINRA.
• Equal opportunity workplace supporting creative ideas, professional challenges, and leadership development.