Financial Planning Team Lead

Location: New York, United States

Salary: $132,420–$217,545 base pay annually, plus potential incentive compensation.

Company

hirify.global provides insurance, wealth management, and financial services focused on supporting clients’ financial well-being.

What you will do

• Lead and scale a centralized team of advisors converting inbound opportunities into long-term advisory relationships.
• Define and execute the Guardian Wealth Partners client acquisition go-to-market strategy, including segmentation, referral channels, distribution partnerships, and conversion models.
• Develop servicing and retention models across subscription-based planning, fee-based financial planning, and investment management offerings.
• Build performance metrics and operating routines covering lead quality, conversion, advisor productivity, acquisition cost, revenue growth, and client outcomes.
• Oversee the client journey across onboarding, planning, implementation, digital workflows, and hybrid advisor-led engagements.
• Recruit, onboard, coach, and develop advisors while partnering with Distribution, Wealth Management, Product, Marketing, Operations, and Compliance.

Requirements

• Series 65 or Series 66 license.
• Bachelor’s degree.
• 10+ years of experience in wealth management, advisory sales, or financial planning, including at least 5 years in leadership.
• Experience with fee-based advisory models, holistic financial planning, investment management, and RIA regulatory and fiduciary standards.
• Experience leading advisor teams across affluent and high-net-worth client segments.
• Must be legally authorized to work in the United States without current or future employer sponsorship.

Nice to have

• Advanced degree, CFP®, CFA®, or similar credential.

Culture & Benefits

• Skill-building and leadership development opportunities.
• Philanthropic opportunities and community-building initiatives.
• Contemporary, supportive, flexible, and inclusive benefits and resources.
• Benefits are available to eligible full-time employees.
• Reasonable accommodations are available throughout the application and employment process.