Asset & Wealth Management, Private Wealth Management, Regional Advisor Development & Enablement, Vice President (Wealth Management): Coordinating regional advisor development, training, onboarding, engagement tracking, and stakeholder collaboration across Private Wealth Management with an accent on advisor enablement, relationship management, and operational execution. Focus on building regional programming, analyzing participation and development metrics, gathering field feedback, and improving advisor connectivity and productivity.
Location: New York, NY, United States; onsite regional role.
Base salary: $125,000–$250,000 per year, plus potential discretionary bonus.
Company
hirify.global is a global investment banking, securities, and investment management firm serving individuals, family offices, foundations, endowments, corporations, and other clients.
What you will do
Coordinate regional advisor training programs and development initiatives, including logistics, communications, attendance tracking, and stakeholder engagement.
Support advisor programming through peer networking, best-practice sharing, and ongoing development opportunities.
Lead regional onboarding and integration for new advisors to accelerate connectivity, engagement, and productivity.
Track advisor participation, engagement, and development metrics; provide updates and identify trends.
Connect advisors with training, development, business management, and firm resources while gathering field feedback.
Partner with regional leaders, business unit managers, and Talent Strategy to execute regional and national development initiatives.
Requirements
5+ years of experience in Wealth Management, Business Management, Talent Strategy, Learning & Development, Human Capital Management, or a related field.
Strong interest in advisor development, talent initiatives, and employee engagement.
Excellent relationship management skills and the ability to build credibility with advisors and business leaders.
Highly organized and detail-oriented, with the ability to manage multiple priorities simultaneously.
Strong project coordination and execution skills with a focus on follow-through and operational excellence.
Ability to work with data and dashboards to track participation, engagement, and performance trends.
Strong written and verbal communication skills.
Ability to collaborate across functions and influence without direct authority.
Proactive, resourceful, and solution-oriented mindset; proficiency in Microsoft Office, including Excel and PowerPoint.
Culture & Benefits
Training and development opportunities, firmwide networks, wellness offerings, personal finance resources, and mindfulness programs.
Competitive benefits generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.
Commitment to diversity and inclusion and opportunities for professional and personal growth.
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