VP Workplace Participant Engagement (Financial Services)

TL;DR

VP Workplace Participant Engagement (Financial Services): Overseeing a national organization of 450+ licensed professionals to drive participant engagement and wealth conversion with an accent on enterprise strategy, P&L management, and regulatory compliance. Focus on modernizing delivery models, leveraging generative AI, and scaling revenue-impacting KPIs.

Location: Remote (Must be authorized to work in the US)

Salary: $187,000 - $271,150

Company

hirify.global is a financial services provider focused on transforming financial lives through flexible workplace and retirement solutions.

What you will do

• Define and execute the national enterprise strategy for Participant Engagement to drive revenue and profitability.
• Lead a multi-level organization of 450+ licensed professionals, including VPs and Senior Directors.
• Manage enterprise financial planning, including P&L oversight, budgeting, and cost optimization.
• Partner with Wealth and Workplace leadership to integrate strategies that accelerate wealth conversion and increase financial performance.
• Drive the adoption of participant-facing technology, product innovation, and generative AI enablement.
• Ensure a sustainable culture of regulatory compliance and risk mitigation in partnership with legal and oversight teams.

Requirements

• 15+ years of senior leadership experience in financial services, wealth management, or retirement.
• FINRA Series 6, 26, 63, and 65 registrations (required).
• Bachelor's degree in business or a related discipline.
• Experience managing large organizations with full P&L responsibility.
• Authorized to work for any employer in the U.S. (No sponsorship available).
• Ability to travel up to 50%.

Nice to have

• Master's degree.
• CFP® or comparable professional designation.
• Expertise in organizational change and migrating teams resulting from mergers and acquisitions.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Comprehensive leave of absence programs, including paid parental leave.