VP, Regional Wealth Management Consultant - Wisconsin

Location: Remote, based in Wisconsin, United States. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

Salary: $100,000 base salary for Maryland-based candidates, plus potential cash incentive.

Company

hirify.global is an independent global asset manager focused on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

• Build relationships with assigned wealth management clients and increase territory assets through proactive calls, site visits, presentations, and value-added services.
• Work with an Internal Wholesaler to implement territory plans and use fund analysis software to demonstrate investment offerings.
• Develop and implement client marketing plans in collaboration with marketing and communications program managers.
• Maintain sales activity records, identify key influencers and producers, analyze sales data, assess profitability, identify trends, and provide recommendations.
• Participate in regional and national conferences and maintain current knowledge of investment management products, industry developments, and client needs.

Requirements

• Five or more years of sales experience, ideally in financial services.
• Series 7 and Series 63 licenses.
• Bachelor’s degree or equivalent education and work experience in a related field.
• Strong interpersonal, investment analysis, written communication, and verbal communication skills.
• Working knowledge of Microsoft Office, MS Outlook, Morningstar Principia, Zephyr StyleAdvisor, Salesforce CRM, and Market Metrics.
• Must be authorized to work in the United States without visa sponsorship.

Nice to have

• Ten years of financial industry experience, ideally in asset management.
• Experience with RIAs, independent and regional broker-dealers, and wire houses.

Culture & Benefits

• Competitive compensation package with a bonus plan.
• Generous paid time off and competitive benefits.
• 401(k) with a 5% company match and an annual performance-based discretionary contribution.
• Tuition reimbursement, formal mentorship, and live and online learning opportunities.
• Values include client focus, accountability, collaboration, curiosity, adaptability, and competitive drive.