Advisor Experience Manager (Fintech)

Location: NYC office, hybrid

Salary: $128K–$150K base plus variable compensation and equity

Company

hirify.global is a Series B registered investment advisor building an AI-native wealth management platform and business-in-a-box for independent financial advisors.

What you will do

• Manage day-to-day relationships with a portfolio of financial advisors and ensure their success on the platform.
• Drive advisor engagement, platform adoption, product utilization, retention, and expansion.
• Identify churn risk and create proactive mitigation plans.
• Build advisor feedback loops and represent advisor needs to Product, Operations, Growth, and Marketing.
• Partner with Sales on handoffs and onboarding, and design ongoing training and enablement programs.
• Improve advisor-facing processes and workflows to support company scale without sacrificing quality.

Requirements

• 3–5+ years of experience in customer experience, advisor experience, account management, client engagement, or sales enablement.
• Strong relationship-building and communication skills, including confident and empathetic engagement with senior advisors.
• Experience onboarding, training, or enabling customers to adopt software or services.
• Customer-first mindset with strong ownership, prioritization, multitasking, and follow-through.
• Proficiency using AI tools to scale advisor engagement and synthesize feedback.
• Ability to learn and adopt new tools and technologies quickly in a fast-growing environment.

Nice to have

• Experience in wealth management.
• Experience at a high-growth startup.
• Experience in the services industry.

Culture & Benefits

• Competitive salary, variable compensation, and equity package.
• Unlimited paid time off and paid company holidays.
• Medical, dental, and vision plans, plus 401(k), commuter, HSA, and FSA plans.
• NYC office in Manhattan with lunch and snacks provided.
• Virtual mental health care, health concierge services, and counseling support for personal and professional needs.
• AI experimentation is supported across the organization by a dedicated AI enablement team.