Manager, Advisor Relationship Management (Wealth Management)

Location: Urbandale, IA, United States

Company

hirify.global is a large independent distributor of life, health, and wealth insurance products with a strong insurtech focus and a nationwide network of independent agents and wealth advisors.

What you will do

• Lead, coach, and develop a team of Advisor Relationship Managers.
• Set performance expectations, service standards, and key performance indicators.
• Oversee advisor engagement, relationship management, retention, and escalation activities.
• Partner with advisors on practice growth, business expansion, succession planning, and operational efficiency.
• Collaborate with Operations, Compliance, Marketing, Technology, Product, Investments, and Recruiting teams.
• Monitor advisor metrics and provide leadership with reporting, recommendations, and improvement plans.

Requirements

• Bachelor's degree in Business, Finance, Wealth Management, Marketing, or a related field.
• 8–10+ years of experience in wealth management, advisor services, relationship management, advisor success, business development, or financial services.
• 3+ years of leadership or team management experience preferred.
• Experience supporting independent advisors, RIAs, broker-dealers, or wealth management firms.
• Strong leadership, coaching, relationship management, consultative communication, business acumen, and strategic thinking skills.
• Experience using metrics and analytics to guide business decisions.

Nice to have

• Advanced industry certifications.

Culture & Benefits

• Family-oriented, people-first work environment.
• Professional development and career advancement opportunities in a hyper-growth company.
• Competitive compensation package and employee benefits.
• Equal opportunity employer committed to providing reasonable workplace accommodations.