Divisional Sales Manager, Intermediary (Wealth Management)

Location: Chicago, IL, with presence in the Chicago headquarters office at least quarterly for one week at a time and travel to observe and coach Senior Market Leaders at least twice a year.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Lead, supervise, and develop Senior Market Leaders within the intermediary sales division.
• Set activity standards, monitor call activity, and drive service quality and sales performance.
• Partner with sales leadership to design and implement intermediary distribution strategy.
• Lead training, performance reviews, career development, recruiting, and disciplinary processes.
• Deploy business intelligence, sales analytics, CRM, telephone systems, and AI capabilities to improve sales execution.
• Manage travel and entertainment budgets, attend industry events, and coach regional sales staff.

Requirements

• BA/BS degree required.
• NASD Series 7, 24, 63, and 65 licenses required.
• 10+ years of intermediary experience with an established ETF, mutual fund, SMA, or similar distributor.
• 3+ years of management experience, preferably in an established investment-product distributor.
• Experience with competitive analytics, sales analysis, and adoption of new technologies.
• Exceptional verbal, written, and sales presentation skills, with a commitment to teamwork and excellence.

Nice to have

• MBA, CIMA, CFP, and/or CFA certification.
• Experience managing external wholesaling and internal wholesaling teams.

Culture & Benefits

• Comprehensive benefits including 401(k), pension, medical, dental, vision, spending accounts, disability coverage, and paid time off.
• Parental and caregiver leave, life and accident insurance, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Flexible and collaborative work culture with internal mobility and accessible senior leadership.
• Inclusive workplace and opportunities to support community philanthropy.

Hiring process

• Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.
• Employment-based visa sponsorship is not available for this opportunity.