Vp Advisor Channel Relationships & Strategy (Fintech)

TL;DR

Vp Advisor Channel Relationships & Strategy (Fintech): Defining and executing hirify.global’s enterprise advisor channel strategy to drive growth, retention, and long-term partnership value with an accent on advisor segmentation, coverage models, loyalty programs, and data governance. Focus on ensuring a data-driven, compliant, and scalable advisor experience.

Location: Remote - Nationwide

Salary: $166,900.00 - $242,050.00

Company

hirify.global transforms financial lives by giving people the freedom to transform their own.

What you will do

• Define and own hirify.global’s enterprise advisor channel strategy, aligned to growth and profitability goals
• Establish governance for advisor firm ownership and decision rights
• Design and evolve advisor loyalty programs, including objectives, eligibility, and success metrics
• Oversee advisor and intermediary data quality and systems governance
• Partner with Technology, Data, Compliance, Risk, Operations, and Audit to ensure advisor systems meet regulatory and operational standards
• Guide and develop advisor channel relationship leaders and loyalty program teams

Requirements

• Bachelor’s degree or equivalent experience; advanced degree preferred
• 12–15+ years of experience in retirement services, advisor distribution, financial services, or related field
• FINRA Series 6 and 63 within established corporate guidelines and ability to meet fingerprinting requirements
• Experience defining and executing enterprise advisor channel strategies and guiding senior leaders
• Knowledge of defined contribution plans, advisor distribution models, and investment platforms
• Willingness to travel approximately 30–40% to support advisor relationships and industry events

Nice to have

• FINRA Series 26 and applicable state securities licenses based on supervisory scope
• Experience building advisor segmentation and tiering models at scale
• Background improving advisor data quality and system controls in complex organizations
• Experience aligning loyalty programs to sales compensation and platform capabilities
• Experience partnering closely with Compliance, Risk, and Audit in regulated environments

Culture & Benefits

• Medical, dental, vision, and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year