Managing Director, Advisor Services Group (Financial Services)

Location: Hybrid work based in Westlake, TX; Phoenix, AZ; Lone Tree, CO; or Orlando, FL

Salary: USD $225,000–$375,000 per year

Company

hirify.global is a financial services company providing brokerage, custody, advisor services, and related investment platforms.

What you will do

• Lead a large, multi-site advisor service organization supporting firms and advisors across ASG Network and ASG Teams.
• Deliver timely, expert, accurate, and high-quality support while improving advisor satisfaction, business outcomes, operational effectiveness, and employee engagement.
• Modernize the service model by increasing proactive advisor engagement and using digital tools, automation, and process improvement to improve scale.
• Build leadership capability through hiring, performance management, talent development, and succession planning.
• Translate business strategy into priorities, execution plans, operating rhythms, and measurable outcomes.
• Manage staffing, expenses, pay planning, location strategy, and capacity trade-offs while leading organizational change.

Requirements

• Significant leadership experience in financial services, advisor services, brokerage, RIA custody, client service, operations, or another highly regulated client-facing environment.
• Experience leading large, complex teams through change and managing through directors, managers, and other senior leaders.
• Ability to translate strategy into clear priorities, execution plans, and measurable results.
• Strong judgment, risk assessment, decision-making, executive presence, and cross-functional communication skills.
• Experience operating with controls, risk management, compliance obligations, and client-impact considerations in a regulated environment.
• Series 7, 63, 9/10, and 24 licenses required, or required within the timeframe established by the business, HR, and regulatory requirements.

Nice to have

• Experience in Advisor Services, RIA custody, advisor operations, relationship management, or a related advisor-facing business.
• Experience with service transformation, digital adoption, automation, workflow redesign, or operating model modernization.
• Experience managing a multi-site or nationally distributed service or operations organization.
• Bachelor’s degree or equivalent business experience.

Culture & Benefits

• Hybrid work and flexibility with regular in-person collaboration.
• 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 opportunities for continuous learning.