Succession Planning Consultant (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $69,937–$116,493 per year

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Support succession service offerings and maintain or create efficient processes.
• Manage succession planning project intake, workflows, milestones, and advisor expectations.
• Oversee escalations from internal business partners and financial advisors.
• Guide advisors through continuity, succession, and corporate planning options and implement clear strategies.
• Automate manual work, simplify processes, and help build scalable, flexible infrastructure.
• Coordinate with business units, perform ad hoc analysis and financial data entry, and present ideas for product offerings.

Requirements

• BA/BS degree in Business, Finance, Economics, or a related discipline.
• 2+ years of experience in wealth management, corporate finance, investment banking, or corporate development customer service.
• Strong written and verbal communication skills, including the ability to synthesize complex processes and present complex topics clearly to partners and clients.
• Ability to execute strategies, track delivery, analyze data, draw insights, and make data-driven decisions.
• Ability to prioritize multiple tasks, pivot as needed, work within a team, take initiative, and maintain strong attention to detail.
• Ability to work with incomplete information and ambiguity in a fast-paced environment.
• Self-driven approach, high motivation, positive attitude, and commitment to excellence and integrity.

Nice to have

• Experience with CRM tools such as Salesforce.
• Knowledge of financial concepts.

Culture & Benefits

• Collaborative, team-oriented environment with an entrepreneurial spirit.
• Focus on creativity, continuous improvement, integrity, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.

Hiring process

• Applicants should apply through the LPL platform.
• Interview communications come only from an @lplfinancial.com email address; LPL does not conduct interviews in online chatroom forums.