Head of Advisor Field Management (Wealth Management)

Location: Dallas, TX, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus and a wealth management platform overseeing approximately $55B in advisory assets.

What you will do

• Lead advisor engagement strategies focused on organic growth, retention, and productivity.
• Build and scale a field management organization supporting enterprise, growth, and emerging advisors.
• Deliver practice consulting, succession planning, cross-sell strategies, and technology adoption initiatives.
• Partner with recruiting, technology, solutions, and executive leadership teams to improve advisor experience and platform adoption.
• Establish business reviews, practice planning, performance monitoring, and advisor feedback mechanisms.
• Drive fee-based conversion, cross-sell expansion, and adoption of platform capabilities.

Requirements

• 15+ years of advisor-facing leadership experience in field management, practice development, or relationship management within a broker-dealer, RIA, or wealth platform.
• Proven success driving measurable growth and advisor retention in large-scale advisory businesses.
• Deep understanding of independent advisor economics, including fee-based and commission models.
• Experience building and leading high-performing field management teams, with strong executive presence.
• Series 7, 24, and 66 licenses or equivalent required.
• Bachelor’s degree required; advanced degree preferred, with willingness to travel extensively.

Culture & Benefits

• Full-time employment in a family-like, people-first environment.
• Competitive compensation package with benefits for employees and their families.
• Career development opportunities within a hyper-growth company.
• Headquarters in Dallas, Texas, supporting independent agents and clients nationwide.