Director, Sales Business Management Consultant- Advisor Services (Financial Services)

Location: Remote within the United States, with up to 70% travel around the United States. Listed locations include California, Lone Tree, Colorado; Phoenix, Arizona; New York, New York; Chicago, Illinois; Atlanta, Georgia; Boston, Massachusetts; Edina, Minnesota; and Bellevue, Washington.

Salary: USD $150,000–$265,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global's Advisor Services division provides custody, trading, technology, practice management, consulting, and education solutions to registered investment advisors.

What you will do

• Lead sales-focused training workshops, consulting engagements, and coaching for advisory firms.
• Help clients improve business development, pipeline management, client engagement, sales processes, and client acquisition.
• Facilitate virtual and in-person workshops, training sessions, and seminars using interactive techniques.
• Design scalable sales training curricula, presentations, tools, and implementation resources.
• Partner with firm leaders, advisors, and Relationship Managers to translate business goals into behavioral change and measurable outcomes.
• Build trusted client relationships and identify opportunities to expand consulting and training adoption.

Requirements

• 7+ years of experience in sales training, consulting, facilitation, or other client-facing roles.
• Expertise in sales processes, sales execution, and client acquisition strategies.
• Experience combining training, consulting, facilitation, and relationship management in a fast-paced client-focused environment.
• Strong executive communication and presentation skills, including presentations to senior executives.
• Ability to tailor recommendations to client needs, manage multiple priorities, and maintain accountability and follow-through.
• Bachelor's degree or equivalent work experience and ability to travel up to 70%.

Nice to have

• Experience in wealth management, financial services, or the registered investment advisor industry.
• MBA or strong understanding of financial statements, business functions, and organizational structures.
• Experience with sales training methodologies, sales coaching, or developing sales professionals and teams.

Culture & Benefits

• Remote work approach with regular travel and collaboration across client and internal relationships.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave, family-building benefits, and health, dental, and vision insurance.
• Tuition reimbursement and ongoing learning opportunities.