Senior Manager - High Net Worth Planning Strategist

Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.

Base salary: $114,500–$157,400 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Consult with advisors and assess high-net-worth client and prospect cases.
• Develop financial planning proposals, case consultations, and plan deliverables.
• Build strategies covering tax, retirement, charitable giving, business owner planning, equity compensation, and estate planning.
• Communicate complex planning strategies clearly to advisors and their clients.
• Partner with WMS, Ameriprise Bank, and RiverSource to develop comprehensive client solutions.
• Maintain accurate and timely case documentation while managing multiple priorities.

Requirements

• 7+ years of financial services experience; high-net-worth market experience is preferred.
• Experience assessing the needs of advisors and high-net-worth clients and providing actionable recommendations.
• Strong knowledge of complex estate, tax, business, retirement, equity compensation, and financial planning strategies.
• Ability to analyze complex situations, synthesize information, and provide clear advice independently and collaboratively.
• Series 7 required.
• State IAR registration through S63, S65, or S66 required.

Nice to have

• Strong Microsoft PowerPoint, Excel, and Word skills.
• Strong interpersonal, influencing, presentation, written, and oral communication skills.

Culture & Benefits

• Face-to-face collaboration and in-office work are foundational to the business.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Variable compensation may include bonuses, commissions, and long-term incentives.
• Applicants must already have United States work authorization that does not now or in the future require employment visa sponsorship.