RVP Wealth Management - Pacific West

Location: Remote within Washington, Oregon, Idaho, Montana, California, Nevada, Utah, Arizona, or Minnesota; travel throughout the territory and in-person collaboration may be required.

Salary: $150,000–$200,000 base salary per year, plus potential bonus, commissions, and/or long-term incentives.

Company

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

What you will do

• Drive territory sales results by developing relationships with new and existing advisors through meetings, presentations, client events, and educational programs.
• Use a consultative sales approach to influence advisor product selection and identify opportunities aligned with client and business needs.
• Partner with sales consultants, field leaders, marketing, and other stakeholders to execute territory business plans and achieve growth objectives.
• Monitor industry trends, competitive developments, and regulatory changes, and communicate insights affecting product positioning and sales strategy.
• Travel throughout the territory to conduct advisor engagement activities, deliver training, and represent the organization at regional, national, and industry events.
• Use customer relationship management tools, sales analytics, and proprietary systems to identify opportunities, prepare meetings, and manage territory operations, scheduling, budgets, recognition activities, and follow-up.

Requirements

• 10+ years of experience in the financial services industry in a sales-focused role, with deep investment and wealth management product knowledge.
• Experience in a consultative sales environment with a proven record of influencing outcomes and driving business growth.
• Bachelor’s degree or equivalent.
• Series 7 license required upon hire.
• Active state securities agent registration, S63 or S66, or the ability to obtain it within 90 days.
• Active state IAR registration, S65 or S66, or the ability to obtain it within 90 days.
• Valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Professional designation such as CFP, ChFC, CRPC, CEBS, RICP, or a similar credential.
• Strong business acumen and proficiency with Microsoft Office, customer relationship management platforms, and sales analytics tools.
• Excellent communication, presentation, relationship-building, and problem-solving skills.
• Ability to work effectively in a fast-paced, highly matrixed environment while influencing and motivating diverse stakeholders.
• Knowledge of Ameriprise business units, advisor channels, and field organization structures.
• Preferred location within the Pacific West territory: Washington, Oregon, Idaho, Montana, California, Nevada, Utah, or Arizona.

Culture & Benefits

• Remote work arrangement with travel and in-person collaboration expectations discussed during hiring.
• Pay-for-performance compensation philosophy with potential variable compensation.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Inclusive and accessible recruitment process with reasonable accommodation support.