Director, Strategy And Transformation (Wealth Management)

TL;DR

Director, Strategy and Transformation (Wealth Management): Driving the strategic and financial agenda for the Wealth Management business with an accent on growth, value creation, and scaling self-service channels. Focus on identifying high-impact opportunities, leading cross-functional execution, and delivering measurable financial results.

Location: Hybrid (requires in-office presence in New York City 3 days per week)

Salary: $185,000 - $200,000 USD

Company

hirify.global is a financial services organization dedicated to providing individuals and communities with access to opportunities for a better financial future.

What you will do

• Identify and prioritize high-impact opportunities to drive outsized revenue and earnings growth.
• Take end-to-end ownership of cross-functional initiatives to improve client acquisition and retention.
• Define success metrics and rigorously track performance against financial and operational targets.
• Develop practical, results-oriented business cases for investments and new initiatives.
• Partner with senior leadership and Finance to ensure value is realized and reflected in business results.

Requirements

• Bachelor's degree required; MBA or related advanced degree preferred.
• 8-10 years of total work experience.
• 3-5 years of experience at a top-tier management consulting firm with a track record of leading teams.
• Professional experience in wealth management, asset management, or adjacent sectors.
• Must be based in or able to work from the New York City office 3 days per week.

Nice to have

• Familiarity with digital marketing, customer acquisition, and retention strategies specifically within Wealth Management.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) savings plan with up to 6% company matching contributions.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Paid time off including 20 days PTO, nine company holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.