Senior Director - Wealth Consolidation Support (Fintech)

TL;DR

Senior Director - Wealth Consolidation Support (Fintech): Serves as the primary face of hirify.global’s middle office wealth funding teams and drives strategic service hiring efforts in collaboration with the Philippines Leadership team with an accent on delivering exceptional client funding support. Focus on managing key performance metrics, leading cross-functional collaboration, and championing high service standards.

Location: Remote - Nationwide

Salary: $125,400.00 - $181,875.00

Company

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

What you will do

• Oversee daily, weekly, and monthly service metrics to ensure SLA adherence and funding targets are met.
• Lead hiring and headcount planning efforts in coordination with Philippines and U.S. leadership.
• Direct all U.S. hirify.global Personal Wealth funding teams and ensure superior service delivery and compliance.
• Partner with global stakeholders to align messaging, workflows, and operational enhancements.
• Support service excellence by owning survey scores, fraud mitigation, and process improvement initiatives.
• Coordinate cross-functional initiatives with Legal, Compliance, Advisory, and Optimization teams.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 5+ years of experience in people leadership, with proven success in a service-oriented setting.
• FINRA Series 6/26 required, Series 7/24 permitted.
• FINRA fingerprinting required.
• Expertise in wealth management operations, including money movement (ACATs, wires, ACH).
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice to have

• Experience leading large-scale service teams in a remote, cloud-based environment.
• Proven ability to build scalable reporting systems to identify process gaps and capacity planning needs.
• Demonstrated ability to lead technology testing and operational rollouts.

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.
• 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.