Business Consultant (Financial Services)

Location: Remote with a hybrid work schedule; up to 50% travel to client offices, speaking engagements, seminars, conferences, and other events. Candidates must be legally authorized to work in the United States.

Base salary: $175,000–$200,000 per year, plus eligible variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, and consulting support to more than 10,500 financial advisors and manages over $150 billion in assets.

What you will do

• Assess advisor businesses and provide consulting on strategy, planning, human capital, operations, branding, marketing, and business transitions.
• Manage client engagements, including project management, relationship management, analytics, reporting, and recommendations.
• Design and implement business strategies, programs, resources, and client work products.
• Support succession planning, M&A, valuation, due diligence, and acquisition-readiness assessments.
• Lead client meetings, webinars, presentations, coaching sessions, and educational events.
• Collaborate with Sales and consulting teams to deepen advisor relationships, support asset growth, and deliver client results.

Requirements

• Bachelor’s degree; an advanced degree or financial designations are preferred.
• 5+ years of business consulting and practice management experience in the financial services industry.
• Strong business, analytical, reasoning, communication, organizational, and program management skills.
• Ability to work independently, manage priorities, collaborate with teams, and travel up to 50% as needed.
• Intermediate to advanced knowledge of Microsoft Word and Excel; advanced proficiency preferred.
• Legal authorization to work in the United States is required; visa sponsorship is not available.

Culture & Benefits

• Values-led environment focused on client success, integrity, respect, and excellence.
• Flex time or paid time off, sick time off, and volunteer time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options, plus HSA contributions for HDHP participants.
• Career development, recognition programs, and fitness reimbursement.
• Hybrid work schedule.