Growth & Development Manager, Virtual Advice (Financial Services)

Location: Hybrid, combining on-site and virtual work while leading a local team serving clients across all 50 states and D.C.

Salary: $94,389–$127,703 per year, depending on location, experience, skills, business needs, and market factors.

Company

hirify.global helps people make wise financial decisions and live balanced and generous lives through financial advice and related services.

What you will do

• Lead and develop a local team of nationally licensed virtual financial advisors.
• Conduct daily and weekly coaching, support case work, and occasionally join client calls to strengthen consultative sales and advice delivery.
• Plan business activities, manage performance expectations, and align team execution with organizational objectives and budgets.
• Interview, select, onboard, train, and retain high-performing advisors while supporting career pathing and long-term development.
• Implement advice strategies, client service models, and practice-management standards to improve the client experience.
• Collaborate with leadership, training, human resources, legal, compliance, field supervision, processing, and other departments on decisions and process improvements.

Requirements

• Bachelor’s degree in business, management, or a related field, or equivalent experience.
• Prior financial advisor experience and multiple years leading a team of eight or more.
• Eligibility for securities and insurance licensing in all states and D.C. is required.
• Experience with financial planning, investment and insurance products, and consultative sales models.
• Ability to lead change, collaborate effectively, and achieve sales and performance results in a fast-paced environment.
• Strong communication, organization, empathy, client focus, and experience working in a virtual or hybrid environment.

Nice to have

• FINRA Series 7 and 63/65 or 66 licenses, plus Life and Health Insurance licenses; required licenses must be obtained within 120 days of hire or transfer.
• Advanced designation such as CFP®, ChFC, or CLU.
• Salesforce experience and familiarity with Money Guide Pro or similar planning tools.

Culture & Benefits

• Mission-driven, team-oriented culture focused on client service, shared accountability, and continuous improvement.
• Medical, dental, and vision insurance, health savings and flexible spending accounts.
• 401(k), pension, life and accidental death and dismemberment insurance, disability insurance, and supplemental protection insurance.
• 20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave.
• Potential bonuses and incentive programs, employee assistance, and well-being benefits.