Managing Director - Wealth Management - Strategy and Operations (Wealth Management)

hirify.globalss="location">Location: Irvine, California; compensation is also listed for Minneapolis, Minnesota

hirify.globalss="salary">Salary: $200,000–$250,000 annually, plus discretionary bonuses based on company performance and other factors.

hirify.globalss="company-description">Company

hirify.global operates a large Wealth Advisory practice within a major U.S. accounting and advisory firm, collaborating across tax, consulting, outsourcing, valuation, and other services.

hirify.globalss="what-you-will-do">What you will do

• Partner with the Chief Wealth Officer to evaluate opportunities, solve complex business challenges, and advance Wealth Advisory priorities.
• Lead cross-functional initiatives from assessment and recommendation through implementation and adoption.
• Develop business cases, financial analyses, strategic recommendations, and execution plans.
• Advise on business strategy, operating models, organizational design, client experience, advisor productivity, and growth initiatives.
• Drive transformation, strategic growth, profitability improvements, and acquisition integration across the Wealth business.
• Communicate progress and outcomes to executive leadership while driving accountability and decision-making.

hirify.globalss="requirements">Requirements

• 10+ years of relevant experience.
• Bachelor’s degree required; Accounting, Finance, Business, Economics, or a related field is highly preferred. Relevant experience, education, and training may substitute for the degree.
• FINRA Series 7, 24, and 65 licenses, or equivalent, required.
• Experience in wealth advisory, wealth management, financial services, an RIA, broker-dealer, private wealth platform, or wealth advisory consulting firm.
• Experience with client segmentation, pricing strategy, advisor productivity, business transformation, operating model design, organizational effectiveness, or acquisition integration.
• Strong business, financial, analytical, problem-solving, stakeholder influence, and change leadership skills.

hirify.globalss="nice-to-have">Nice to have

• Certified Financial Planner (CFP) designation.
• Demonstrated leadership in transforming operations and driving business growth and strategic outcomes.

hirify.globalss="culture-benefits">Culture & Benefits

• Executive compensation and incentive opportunities.
• Comprehensive health, dental, and vision benefits.
• 401(k) and retirement programs.
• Professional growth opportunities in a collaborative, client-focused environment.
• Wellness support covering physical, financial, social, and emotional well-being.