Advisor Relationship Manager (Insurtech)

Location: Des Moines, Iowa, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving independent agents and clients nationwide.

What you will do

• Act as the primary point of contact for advisors and internal stakeholders, building trusted relationships and delivering personalized service.
• Manage complex and escalated advisor inquiries, coordinating with internal teams, custodians, clearing firms, and strategic partners.
• Oversee complex money movement and trading requests, including distributions, wires, ACH transactions, transfers, and trade-related processes.
• Guide advisors through operational procedures, firm policies, regulatory requirements, and adoption of systems and service resources.
• Review operational exceptions and NIGOs, identify risks, and ensure timely resolution and clear communication.
• Identify and support process improvements, strategic projects, service metrics, and business initiatives.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent industry experience.
• At least 5 years of progressive experience within a broker-dealer, RIA, custodian, or clearing firm organization.
• Strong knowledge of custodial and clearing platforms, including Fidelity, Schwab, Pershing, or similar systems.
• Strong relationship management, communication, analytical, problem-solving, prioritization, and decision-making skills.
• Ability to manage multiple priorities and complex situations independently in a fast-paced environment.
• FINRA Series 7 and/or Series 66, including Series 63/65, is preferred.

Culture & Benefits

• Family-like work environment focused on employee support and professional growth.
• Hyper-growth company with opportunities to develop and accelerate a career.
• Competitive compensation package with benefits for employees and their families.
• Culture centered on teamwork, accountability, knowledge sharing, and continuous improvement.