VP, Institutional Leader (Wealth Advisors Group) (Wealth Management)

Location: Fort Mill, South Carolina, United States

Salary: $136,990–$228,248 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, investment solutions, fintech tools, and practice management services.

What you will do

• Lead the Centralized Investor Services leadership team, including sales managers, relationship managers, and advisors.
• Build strategic relationships with Institutional Program Managers and serve as a senior escalation and business-alignment partner.
• Develop growth strategies focused on AUM, revenue, pipeline conversion, program acquisition, asset retention, and advisor engagement.
• Oversee the delivery and pull-through of new institutional programs, converting implementation activity into repeatable routines and measurable results.
• Analyze segment performance, relationship health, service levels, retention, and end-investor experience to create improvement plans.
• Manage talent processes including hiring, onboarding, performance reviews, coaching, development, and succession planning.

Requirements

• Series 7, 66, and 9/10 licenses.
• 10+ years of experience in financial services, including at least 5 years in sales leadership, relationship management, or institutional program leadership.
• 5+ years of experience with CRM tools, sales pipeline management, SLA management, program segmentation, and opportunity prioritization.
• 5+ years of experience in institutional wealth management, including acquisition strategy, AUM growth, revenue drivers, and asset retention.
• Strong communication, judgment, sales management, relationship management, growth strategy, and client service capabilities.
• Experience translating new programs and change initiatives into repeatable operating routines and measurable business results.

Nice to have

• Series 24 license.
• CFP, CRPC, CFA, CIMA, or AAMS designation.
• Experience leading through multiple managers and motivating high-performing sales and relationship management teams.
• Experience building relationships with senior institutional stakeholders and cross-functional partners.
• Industry and investment knowledge, including risk, supervision, and regulatory expectations.

Culture & Benefits

• Full-time employment in a team-oriented, fast-paced environment.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional total rewards designed to support work and personal life.
• Focus on integrity, continuous improvement, collaboration, and exceptional client experiences.