VP Wealth Management Advice & Product Specialists

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available.

Base salary: $187,000–$271,150 per year, with potential bonus eligibility.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through wealth management and retirement solutions.

What you will do

• Set the long-term vision, roadmap, operating model, governance framework, and organizational strategy for the Wealth Management Advice & Product Specialist organization.
• Lead an enterprise advisor enablement organization that improves advisor productivity, advisory solution adoption, client outcomes, and business growth.
• Develop scalable consultation models and standards for financial planning, product positioning, solution consultation, and holistic wealth management conversations.
• Build and develop leadership teams while overseeing workforce strategy, succession planning, organizational design, and talent management.
• Partner with executive leaders across investments, product management, advisory platforms, financial planning, technology, operations, risk, and compliance.
• Establish performance metrics, business plans, budgets, resource allocation, and compliance standards for the organization.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
• 12+ years of progressive experience in wealth management, investment advisory, advisory platforms, product management, financial planning, advisor consulting, or related financial services.
• 8+ years of progressive leadership experience managing managers and professional organizations.
• FINRA Series 7, Series 24, and Series 65/66 or equivalent licenses.
• FINRA fingerprinting and an advanced wealth management designation such as CFP®, CFA®, CIMA®, or ChFC®.
• U.S. work authorization is required; employment visa sponsorship is not available.

Nice to have

• MBA or another advanced business degree.
• Experience leading multiple teams through subordinate leaders and enterprise-wide transformation initiatives.
• Expertise in managed accounts, advisory platforms, retirement planning, investment solutions, lending solutions, and financial planning methodologies.
• Experience with governance frameworks, operating models, performance management, workforce strategies, and large-scale organizational change.

Culture & Benefits

• Flexible work environment with support for work-life balance, well-being, inclusion, and internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and investment options.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Business Resource Groups supporting inclusion and collaboration.