Manager, Wealth Management (Financial Services)

Location: Boston, Massachusetts, United States; onsite at 121 Seaport Blvd.

Annual base salary: $150,000–$175,000 USD, plus potential annual cash, sales, and/or long-term incentives.

Company

hirify.global provides wealth management and financial services focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Lead, coach, and develop a team of financial advisors across experience levels, strengths, and career goals.
• Build discovery-first, consultative client experiences and strengthen long-term client relationships.
• Drive asset retention, sales growth, advisor effectiveness, and client outcomes.
• Support advisor licensing and professional development while creating stretch opportunities and connecting individual goals with organizational priorities.
• Identify improvements to performance, processes, and supervisory effectiveness using data and performance insights.
• Oversee compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment, while contributing to Investor Center planning and strategic initiatives.

Requirements

• Experience leading, coaching, or developing teams in financial services, sales, or a related environment.
• Demonstrated ability to build trust, develop talent, and improve team performance.
• Exposure to retirement, investment, or wealth management solutions, with interest in deepening expertise.
• Comfort operating in a regulated or fiduciary environment, or willingness to develop this responsibility.
• Ability to translate business strategy into clear priorities and actionable coaching.
• Passion for developing people, a growth mindset, and a proactive, improvement-oriented approach.
• FINRA licenses including SIE, Series 7, Series 66 or Series 63/65, and Series 9/10 and/or Series 24. Voya supports obtaining, maintaining, or expanding required licenses.
• A bachelor's degree is strongly preferred; relevant experience may be considered instead.

Nice to have

• Advanced degrees or designations such as MBA, CFP, CFA, or CRPC.

Culture & Benefits

• Customer-focused culture emphasizing customer obsession, team development, business performance, and disciplined execution.
• Health, dental, vision, and life insurance plans.
• 401(k) plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off including 20 days, nine company holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.