Wealth Advisor Regional Sales Manager (Wealth Management)

Location: In-office in Pepper Pike, Ohio, within hirify.global's footprint in Pennsylvania, Illinois, Georgia, Ohio, Michigan, Arizona, Colorado, or Indiana

Salary: $123,200–$200,000 per year

Company

hirify.global is a financial services company with a Wealth Management organization focused on customer experience, financial solutions, and risk management.

What you will do

• Manage and direct a regional wealth management sales team to achieve business and customer experience goals.
• Lead daily customer and prospect management activities, including account planning and sales execution.
• Acquire new clients, expand existing relationships, and connect clients with hirify.global's full range of products and services.
• Manage regulatory, reputational, operational, credit, and risk/return considerations for new and existing clients.
• Build senior internal, community, and industry relationships to support client acquisition and service quality.
• Coach, develop, motivate, and evaluate team members while managing performance and talent decisions.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and experience.
• Typically 8+ years of relevant industry experience and at least 5 years of management experience.
• Proven leadership experience with moderate to large scope of responsibility.
• Knowledge of conflict management, critical thinking, communications, prioritization, sales management, and selling.
• FINRA Series 7, 24 or 9/10, and 66 or 63/65 licenses required.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.