Head of Advisor Education Marketing Strategy (Asset Management)

Location: Chicago, IL; applicants must be authorized to work in the U.S. without employment-based visa sponsorship

Salary: $95,600–$162,400 USD annually, plus potential discretionary bonus and equity component

Company

hirify.global is a global financial services organization providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Lead the strategy and execution of the asset management advisor education platform.
• Build a scalable, multi-format curriculum covering advisor needs through digital resources, wholesaler-led engagement, webinars, events, and customized experiences.
• Develop clear, compelling advisor- and client-facing content from technical investment concepts with internal and external subject matter experts.
• Partner with Advisor Distribution leaders and wholesalers to support consultative client conversations and segment-specific engagement.
• Build a digital platform hub to increase awareness, following, and engagement among target advisors.
• Define KPIs and reporting for CE completions, event participation, content consumption, engagement quality, and pipeline influence.

Requirements

• 10+ years of experience in asset management marketing, including advisor education strategy and content creation.
• Deep understanding of advisor education, practice management, distribution strategy, and content behaviors across RIA, wirehouse, and broker-dealer segments.
• Experience developing and executing multi-format learning experiences at scale.
• Strong content strategy, editorial judgment, communication, presentation, and stakeholder-influence skills.
• Ability to understand investment solutions and translate technical concepts into effective program content.
• U.S. work authorization without current or future employment-based visa sponsorship is required.

Nice to have

• Experience with CE-accredited programming and knowledge of FINRA and CFP continuing education requirements.
• Experience presenting advisor education programs; relevant licensing or credentials are a plus.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal movement and career development.
• Retirement benefits including 401(k) and pension, health and welfare benefits, and spending accounts.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Inclusive workplace with opportunities to contribute to community and philanthropic initiatives.