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9 часов назад

Investor Relations Specialist (Fintech)

75 000$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Investor Relations Specialist (Fintech): Supporting potential and current investors through inbound and outbound communications, suitability reviews, product education, and relationship management with an accent on regulatory compliance, investor records, and high-touch client service. Focus on assessing investor objectives, coordinating with Compliance, Finance, and Marketing, and representing the firm in webinars, meetings, and conferences.

Location: Onsite full-time in North Phoenix/Scottsdale, Phoenix, Arizona; scheduling flexibility is required for early morning, evening, and weekend television advertising coverage.

Salary: $75,000 annual base plus uncapped monthly commissions.

Company

hirify.global provides investor-focused financial services with company-generated leads and a client-first approach to investment education and relationship management.

What you will do

  • Build rapport with prospective and current investors through inbound calls, outbound calls, and lead follow-up; no cold calling.
  • Understand investor needs and objectives, explain investment products, and provide market and product insights.
  • Gather financial information and conduct suitability reviews to support appropriate investment recommendations.
  • Collaborate with Compliance, Finance, and Marketing on regulatory documents, messaging, and reporting.
  • Maintain accurate investor records and engagement histories in the approved CRM.
  • Represent hirify.global at investor webinars, meetings, and conferences when needed.

Requirements

  • Current Series 7 license required.
  • SIE and Series 63 licenses required; Series 82 may be accepted temporarily.
  • Satisfy broker/dealer requirements for dual employment and be able to obtain licensing in all 50 states.
  • Sales experience, strong customer service, listening, and communication skills.
  • Familiarity with equity and debt instruments and the ability to manage flexible inbound call coverage.

Nice to have

  • Experience in fintech or student loan refinancing.

Culture & Benefits

  • Primarily inbound, company-generated leads and an upfront performance-based commission formula.
  • Autonomy-focused, client-first work environment.
  • Employer-paid medical insurance for employees and their families, including Mayo Clinic coverage.
  • 401(k)/Roth plan with a 4% match and immediate vesting, plus dental, vision, life, and disability insurance.
  • Student loan repayment and education assistance, catered Friday lunches, stocked snack kitchens, and an in-office gym membership program.
  • Full-time in-office environment at a fast-growing company.

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