Product Director (Fintech)

TL;DR

Product Director (Fintech): Managing the strategy, implementation, and growth of the in-plan Advisor Managed Account program across institutional retirement markets with an accent on deepening relationships with Registered Investment Advisors (RIAs). Focus on driving plan sponsor and participant adoption, ensuring regulatory compliance, and delivering exceptional investment advice solutions.

Location: Must be based in Hartford, CT

Compensation: $149,820 - $198,370 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through retirement, investment, and insurance solutions.

What you will do

• Cultivate and deepen relationships with Registered Investment Advisors (RIAs) to grow their in-plan advisory business.
• Drive the strategy, implementation, and ongoing management of the Advisor Managed Account program.
• Identify business opportunities to leverage platform capabilities, including Private Asset investment, to drive value for clients.
• Collaborate with cross-functional stakeholders including sales, product management, marketing, and compliance to ensure program success.
• Stay abreast of retirement advisory industry trends, product developments, and evolving regulatory requirements.
• Ensure compliance with internal policies and procedures while managing incident resolution.

Requirements

• 10+ years of financial services experience building and maintaining relationships with RIAs in the Defined Contribution market.
• Active Series 7 and 65 licenses (Series 24 preferred).
• Strong understanding of Advisor Managed Accounts, retirement advice vendors, and associated tools.
• Proven ability to lead and drive results in a matrix environment.
• Enterprise-level project management skills with a focus on taking ownership from start to finish.
• Strong attention to detail and analytical problem-solving capabilities.

Culture & Benefits

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