Senior Manager, Workplace Planning and Advice - Strategic Outreach

Location: Remote - Nationwide, United States. Reliable high-speed wired internet and a suitable home workspace are required; office attendance may be required if these conditions are not met.

Base salary: $96,100–$135,700 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global provides financial products and services focused on helping customers achieve financial freedom and improve their financial lives.

What you will do

• Lead and motivate senior Workplace Planning and Advice teams focused on strategic outreach and outbound campaigns.
• Develop and execute strategies supporting new initiatives, products, employee adoption, and business goals.
• Partner with marketing and analytics teams on outbound email, mail, and phone campaigns.
• Manage headcount, activity targets, conversations, call quality, and department performance.
• Partner with internal relationship and channel management teams to prepare associates for campaign execution.
• Develop service and outcome standards to improve caller experience and impact rates.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional experience.
• FINRA Series 7, 24, and 63 registrations within established timelines; Series 9/10 may replace Series 24. FINRA fingerprinting is required.
• 3–5 years of relevant financial experience and/or leadership experience.
• 2–4 years of demonstrated success in financial services.
• In-depth understanding of IRAs, retirement investment products and services, and qualified retirement plan environments.
• Applicants must already be authorized to work for any employer in the United States. Visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Experience leading by example and fostering professional growth, knowledge sharing, and best-practice adoption.
• Ability to advocate for customer and associate input and address procedural, systemic, and resource constraints.
• Proficiency with Windows, Microsoft Office, and file manipulation on a PC.

Culture & Benefits

• Flexible work environment with support for purpose, well-being, work-life balance, and internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and parental and disability leave programs.
• Business Resource Groups supporting inclusion and collaboration.