Senior Consultant, Financial Services Practice Management (AI)

Location: Remote within AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI. Core hours must align with Mountain, Central, or Eastern time zones. Periodic travel to client headquarters, conferences, and partner events is required, approximately twice per month.

Salary: $150,000–$170,000 base salary plus equity.

Company

hirify.global provides an AI assistant that helps financial advisors automate operational work and grow their businesses; more than 5,000 firms use the platform.

What you will do

• Partner with leadership at large RIAs, broker-dealers, banks, and insurance organizations to align practice management initiatives with enterprise goals.
• Design multi-phase rollout strategies, identify target advisor and producer segments, and define organizational success measures.
• Build scalable adoption programs, webinars, best-practice playbooks, learning paths, and maturity models.
• Lead discovery workshops and diagnose workflow, technology, staffing, and operational inefficiencies.
• Facilitate virtual and in-person sessions and represent hirify.global at industry conferences and firm-hosted events.
• Surface enterprise client feedback and critical feature needs to the Product team.

Requirements

• 3–5+ years of experience in an RIA, broker-dealer, bank, or insurance environment.
• Experience managing complex financial-services workflows and end-to-end client lifecycles.
• Experience implementing scalable client processes, practice models, and high-volume adoption programs.
• Strong consultative, strategic storytelling, data analysis, facilitation, and presentation skills.
• Familiarity with CRM and wealth management technology platforms, plus the compliance, security, and integration requirements of large financial institutions.
• Must reside in one of the listed US states and be able to work core hours aligned with Mountain, Central, or Eastern time zones.

Nice to have

• Startup or high-growth company experience.
• PMP or another relevant certification.
• Fluency in wealth management technology platforms and data analysis.

Culture & Benefits

• Remote work with periodic client and industry travel.
• Medical, dental, and vision coverage, including employee premium coverage and FSA matching.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Paid parental leave for birthing and non-birthing parents.
• 401(k), equity grant, company-provided MacBook, and collaboration software.
• Low-ego, collaborative environment with growth opportunities for high performers.

Hiring process

• 30-minute recruiter screen.
• Up to three 30–45-minute video interviews.
• Offer pending background and reference checks.