Head of Financial Planning Strategy & Execution

Location: Remote - United States

Salary: $277,000–$335,650 base pay annually, plus potential incentive compensation.

Company

hirify.global provides insurance, retirement, investment, and wealth management solutions focused on long-term financial security.

What you will do

• Set and execute an enterprise-wide, protection-first holistic financial planning strategy across client and advisor segments.
• Define governance, workflows, technology platforms, service standards, decision rights, and performance measures for scalable planning delivery.
• Lead planning solutions for high-net-worth and ultra-high-net-worth clients, including estate planning, tax-efficient structures, insurance strategies, and legacy planning.
• Advance digital planning capabilities, advisor enablement, training, coaching, and consistent field execution.
• Lead advanced-markets strategy across thought leadership, case consultation, case design, business development, and sales campaigns.
• Build and lead a high-performing financial planning and advanced-markets organization while influencing product, distribution, technology, marketing, legal, and compliance priorities.

Requirements

• Must be legally authorized to work in the United States without current or future employer sponsorship.
• 15+ years of experience in financial services, wealth management, financial planning, or a related field, including significant leadership responsibility.
• Experience leading planning or advice strategy within an insurance, investment, or wealth management organization.
• Demonstrated experience supporting complex HNW and UHNW clients and building scalable models for multiple segments.
• Deep knowledge of life insurance, annuities, retirement, investments, protection solutions, and advanced planning concepts.
• FINRA Series 7, 66, and 63/65 required; Series 24 must be obtained within 90 days of hire.

Culture & Benefits

• Full-time employment with flexible support for professional and personal goals.
• Skill-building and leadership development opportunities.
• Philanthropic opportunities and community-building initiatives.
• Contemporary, supportive, flexible, and inclusive benefits and resources for eligible full-time employees.
• High ethical standards and a commitment to well-being, inclusion, and reasonable workplace accommodations.