VP Wealth Management Advice & Product Specialists (Fintech)

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

Salary: $0.00–$0.00 base salary range, plus potential bonus participation.

Company

hirify.global is a financial services company 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 performance standards for the Advice & Product Specialist organization.
• Lead an enterprise advisor enablement organization supporting wealth management growth and advisor productivity.
• Develop scalable consultation models and best practices for financial planning, product positioning, advisory platforms, managed solutions, retirement planning, lending, and wealth management products.
• Build and develop leadership teams, including workforce planning, succession planning, organizational design, and talent management.
• Partner with executives across product, investments, technology, operations, marketing, risk, compliance, and financial planning.
• Use analytics, KPIs, budgeting, and performance scorecards to optimize organizational effectiveness, product adoption, client outcomes, and business growth.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field; an MBA or advanced business degree is preferred.
• 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 licenses, or equivalent licenses.
• CFP®, CFA®, CIMA®, ChFC®, or an equivalent advanced wealth management designation.
• FINRA fingerprinting and U.S. work authorization are required; visa sponsorship is unavailable.

Nice to have

• Experience leading multiple teams through subordinate leaders.
• Experience with enterprise-wide transformation, organizational governance, operating models, and workforce strategy.
• Extensive knowledge of managed accounts, advisory platforms, retirement planning, investment solutions, lending solutions, and financial planning methodologies.
• Experience leading advisor enablement, product consulting, advisory platform strategy, or client growth enablement organizations.

Culture & Benefits

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