Senior Manager Advisory & Planning (Wealth Management)

TL;DR

Senior Manager Advisory & Planning (Wealth Management): Leading and coaching a team of financial advisors for the Wealth Management segment with an accent on asset retention, client satisfaction, and share of wallet growth. Focus on mentoring advisors, optimizing service processes, and managing mass affluent client relationships.

Location: Remote (Nationwide US). Must be authorized to work in the U.S. No sponsorship available.

Salary: $87,400 - $123,400

Company

hirify.global is a financial services organization dedicated to transforming financial lives through flexible work environments and a commitment to financial freedom.

What you will do

• Lead and mentor a team of wealth management advisors, conducting regular performance reviews and call reviews.
• Coach advisors to meet or exceed goals in relationship onboarding, client contact, and referral generation.
• Identify and drive improvements in processes, procedures, and technology to enhance client service.
• Manage daily schedules, PTO, and participate in the recruiting and hiring of new advisors.
• Handle comprehensive relationship management and act as the primary escalation point for client service matters.
• Collaborate with internal stakeholders to improve advisor resource management and client education.

Requirements

• Bachelor's Degree or extensive industry experience.
• Must be authorized to work in the U.S. (sponsorship not available).
• FINRA Series 7, 24, and 66 (or 63 and 65) registrations required within established timelines.
• Experience in a player-coach, managerial, or mentorship role.
• Expert, current knowledge of investment products and retail investment service operations.
• FINRA Fingerprinting requirement.

Nice to have

• CFP® certification.
• 2+ years of experience in financial services relationship management and operations.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• Paid parental leave and 16 hours of paid volunteer time per calendar year.
• Inclusive environment with Business Resource Groups (BRGs) for collaboration.