Practice Business Manager (Financial Services)

Location: Burlington, Vermont, United States; resident workstyle

Salary: $35,568–$85,000 per year

Company

hirify.global is a financial services firm providing investment products, advisory services, and support for financial advisor practices.

What you will do

• Manage practice growth, expenses, productivity, operational efficiency, and competitive strategy.
• Lead client service delivery, coordinate client requests, and resolve complex account and inquiry issues.
• Coordinate branch and home-office workflows and manage special projects, including client and prospect events.
• Support financial advisor recruiting from initial contact through proposals, onboarding, and transition to the branch.
• Develop business strategies, referral sources, target marketing campaigns, and new business opportunities.
• Coordinate training and educate advisors on products, services, platforms, software, and other resources.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field, with at least three years of financial services experience; equivalent experience, education, or training may be accepted.
• Knowledge of investment concepts, financial markets and products, business development, industry regulations, and firm policies.
• Strong communication, organization, time management, customer service, prospecting, and sales skills.
• SIE and Series 7 required unless an exemption or grandfathering applies.
• Series 63, 65, and/or 66, plus additional state registrations, as required by the applicable state.
• Ability to travel approximately 15% of the time.

Culture & Benefits

• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Culture emphasizes client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
• People-first workplace that values diverse backgrounds and authentic contributions.