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Growth & Development Manager, Virtual Advice - Hybrid

94 389 - 127 703$
Формат работы
hybrid
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Growth & Development Manager, Virtual Advice - Hybrid (Financial Advice): Leading a local team of nationally licensed advisors serving clients across all 50 states with an accent on consultative sales, financial advice, coaching, and team development. Focus on building a high-performing advisor organization, implementing advice and client service strategies, and solving performance, process, compliance, and cross-functional leadership challenges.

Location: Hybrid; onsite at the downtown Minneapolis, Minnesota office 2–3 days per week. Advisors serve clients across all 50 states.

Salary: $94,389–$127,703 per year.

Company

hirify.global helps people be wise with money and live balanced and generous lives.

What you will do

  • Lead a local team of nationally licensed Virtual Advice advisors and drive individual and team sales, productivity, and performance goals.
  • Build local culture, conduct daily and weekly coaching, and support advisors through case work and occasional client calls.
  • Manage business planning, performance expectations, staffing, interviewing, selection, onboarding, training, and retention.
  • Implement advice strategy, client service models, practice management standards, and continuous feedback processes.
  • Facilitate career pathing and development conversations while collaborating with leadership, training, human resources, legal, compliance, and other departments.
  • Identify and implement improvements involving training, technology, processes, client service, channel conflicts, and regulatory requirements.

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.; FINRA Series 7 and 63/65 or 66, along with Life/Health Insurance licenses, must be obtained within 120 days of hire or transfer.
  • Experience with financial planning, investment and insurance products, and consultative sales models such as Integrity Selling.
  • Ability to lead change in a fast-paced environment and collaborate within a team to achieve results.
  • Strong belief in the organization’s core values and mission, with a driven, client-centric, and results-oriented mindset.
  • Excellent communication and organizational skills, with an outgoing, positive, and empathetic demeanor.
  • Experience working in a virtual or hybrid environment.

Nice to have

  • Advanced designation such as CFP®, ChFC, or CLU.
  • Salesforce experience.
  • Familiarity with Money Guide Pro or similar financial planning tools.

Culture & Benefits

  • Mission-driven, team-oriented culture focused on client service, shared accountability, operational excellence, and continuous improvement.
  • Medical, dental, and vision insurance, health savings account, flexible spending account, and disability insurance may be offered.
  • 401(k), pension, life and accidental death and dismemberment insurance, and supplemental protection insurance may be offered.
  • 20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave may be offered.
  • Employee assistance and well-being benefits may be offered, along with various bonus and incentive programs.

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