Senior Manager, Advisory & Planning, Private Client (Financial Services)

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

Base salary: $96,100–$135,700 per year, with potential bonus participation.

Company

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

What you will do

• Lead, coach, and develop multiple Wealth Advisory Practices serving private clients with at least $1 million in individual assets.
• Manage performance through coaching, call reviews, performance reviews, compensation recommendations, and accountability for client outcomes.
• Drive client retention, asset consolidation, satisfaction, relationship development, and appropriate onboarding and acquisition support.
• Build advisor training, leadership development, communication standards, and high-performing teams.
• Develop reporting, metrics, and insights to improve advisor effectiveness, decision-making, practice coverage, and service delivery.
• Translate strategic priorities into execution plans and partner with leadership and cross-functional stakeholders on operational initiatives.

Requirements

• Bachelor’s degree or extensive industry experience.
• 7+ years of financial services relationship management experience leading high-net-worth or private wealth advisory teams.
• Experience leading and developing senior career professionals.
• FINRA Series 7, 66, 63, 65, and Series 24 registrations, plus FINRA fingerprinting.
• Expert knowledge of investment products, retail investment services, advisory operations, client suitability, personalization, retention, ACATS transfers, and IRA distributions.
• Strong leadership, communication, operational, organizational, analytical, and decision-making skills.

Nice to have

• Certified Financial Planner (CFP) certification.
• Experience leading multiple advisory practices, teams, or cohorts in a complex financial services environment.
• Experience using data, reporting, and performance metrics to improve advisor effectiveness and client outcomes.

Culture & Benefits

• Flexible work environment with support for internal mobility, purpose, well-being, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and leave programs including paid parental leave.
• Inclusive Business Resource Groups and a business-casual work environment.