Wealth Services, Senior Manager

Location: Colorado Springs, Colorado, United States; hybrid schedule with up to one day per week from home.

Base salary: $124,000–$225,000 per year, depending on location, experience, and skills. Additional discretionary bonus may be available.

Company

hirify.global is a global asset management organization providing equity, fixed income, multi-asset, and investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Lead, coach, and develop advisors, sales associates, and service associates.
• Manage an assigned book of business and execute strategies supporting growth, advisory goals, client outcomes, and retention.
• Oversee daily operations, including call activity, scheduling, service execution, performance metrics, and quality control.
• Represent the team in client communications, webinars, virtual education events, outreach campaigns, and selected public-facing activities.
• Resolve complex client issues and oversee operational risk, complaint resolution, regulatory requirements, and compliance.
• Partner with managers and cross-functional teams to improve client coverage, service models, team effectiveness, and business strategy.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• 8+ years of relevant work experience, including 2+ years of management experience.
• FINRA Series 7, Series 24, and Series 66 registrations are required; support will be provided to obtain and maintain applicable registrations.
• Experience leading teams in a client-facing financial services environment, including coaching and associate development.
• Strong operational management, communication, interpersonal, escalation-management, and compliance skills.
• Ability to support sales and retention strategies, guide teams through change, and deliver measurable client and business outcomes.

Nice to have

• CFP designation.
• Executive presence and confidence representing the team with clients and stakeholders.
• Experience guiding teams through new processes, pilots, or organizational change.

Culture & Benefits

• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility and a generous retirement plan.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive workplace focused on collaboration, equal opportunity, and diversity of thought.