Senior Product Specialist (Wealth Management)

Location: Hybrid in Minneapolis, Minnesota, or Charlotte, North Carolina; employees work in the office at least four days per week and may work from home one day per week.

Base salary: $71,300–$98,100 per year, plus potential bonus, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services organization providing financial planning, asset management, insurance, and advisory solutions to individual, small business, and institutional clients.

What you will do

• Support the development of the advisor and client experience across the advisory platform.
• Analyze data and conduct research to recommend improvements to product features, sales, marketing, processes, and procedures.
• Contribute to requirements definition and delivery of new products and services.
• Improve ease of use, competitive positioning, profitability, and the overall client and advisor experience.
• Identify opportunities to develop competitor-analysis capabilities for the organization.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent experience.
• At least 3 years of experience in financial services, preferably in product development or product management.
• Strong analytical and problem-solving skills, including using data to identify trends, issues, and potential solutions.
• Advisor or customer service experience.
• Proficiency with Microsoft Office data analytics toolsets.
• Valid U.S. work authorization is required without current or future visa sponsorship needs.

Nice to have

• Knowledge of advisory platforms and solutions.
• Project management experience.
• Desire to obtain a FINRA Series 7 license.

Culture & Benefits

• Client-centric, relationship-based environment focused on in-person collaboration.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Additional variable compensation may include bonuses, commissions, and long-term incentives.