Advisor Programs Manager (Financial Services)

Location: Concord, CA office with a hybrid work schedule; candidates must be legally authorized to work in the US.

Base salary: $90,000–$115,000 per year, plus eligible variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, and business consulting services to financial advisors and supports more than 10,500 advisors.

What you will do

• Develop, manage, and maintain financial advisor-facing programs within the Business Consulting team.
• Coordinate with Business Consultants, senior leadership, marketing, and other departments to connect strategy with execution.
• Maintain timelines, communications, content, launches, and other deliverables across new and legacy programs.
• Conduct surveys and industry research, manage research vendors, and use findings to improve program deliverables.
• Prepare program reporting covering KPIs, ROI, progress, and key performance metrics.
• Evaluate compliance with internal procedures and controls while improving processes and program performance.

Requirements

• Bachelor’s degree.
• At least 3 years of experience in project or program management, ideally in financial services, practice management, or business consulting.
• Experience integrating complex programs, managing multiple projects, prioritizing work, and meeting deadlines accurately.
• Strong research, writing, analytical, organizational, communication, and interpersonal skills.
• Intermediate to advanced proficiency with Microsoft Office, including Excel formulas, pivot tables, charts, PowerPoint, Word, Outlook, and OneNote.
• Legal authorization to work in the US is required; visa sponsorship is not available.

Nice to have

• Working knowledge of Salesforce and Slack.
• General understanding of graphic design.
• Experience with small business consulting principles, strategies, and solutions.

Culture & Benefits

• Hybrid work schedule with flexible time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision plans with HDHP or PPO options.
• Employer HSA contribution for HDHP participants.
• Volunteer time off, career development, recognition, and fitness reimbursement.