Senior Manager, Workplace Planning & Advice (Fintech)

TL;DR

Senior Manager, Workplace Planning & Advice (Fintech): Leading a team of consultants to deliver foundational financial advice and education to plan participants with an accent on performance management, compliance, and professional development. Focus on accelerating team proficiency, ensuring regulatory adherence, and driving high-quality customer interactions within a remote-first environment.

Location: Must be based in the U.S. (Remote - Nationwide)

Salary: $96,100 - $135,700

Company

hirify.global is a financial services company dedicated to helping individuals achieve financial freedom through innovative planning and advice tools.

What you will do

• Lead and coach a team of Workplace Planning Consultants delivering fiduciary advice and education.
• Manage onboarding, performance plans, and career progression to ensure rapid proficiency.
• Supervise participant interactions to ensure compliance with regulatory standards and internal advice models.
• Monitor key performance metrics including quality scores, service standards, and referral activity.
• Partner with training and workforce management teams to align hiring, scheduling, and content.
• Identify trends in escalations and drive continuous process improvement.

Requirements

• Must be authorized to work for any employer in the U.S. without sponsorship.
• Bachelor’s degree or equivalent experience.
• FINRA Series 7, 24, and 66 required (Series 9/10 acceptable substitute for 24).
• 3+ years of experience in financial services or workplace planning.
• Ability to maintain a reliable high-speed wired internet connection for remote work.
• Strong commitment to service quality and regulatory compliance.

Nice to have

• 1–2 years of leadership or coaching experience.
• Familiarity with qualified plan types and IRA operations.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) plan with company matching up to 6%.
• Generous paid time off, company holidays, and floating holidays.
• Tuition reimbursement up to $5,250 per year.
• Paid parental leave and disability programs.
• Supportive environment with Business Resource Groups (BRGs) for inclusion and collaboration.