Associate, Global Client Group (Retirement)

Location: Charlotte, United States; hybrid

Company

hirify.global provides investment solutions and serves global clients through its distribution organization.

What you will do

• Support Regional Directors with retirement coverage, business development, and client retention activities.
• Prepare introductory presentations, portfolio reviews, educational materials, marketing presentations, and follow-up communications.
• Compile performance data, portfolio commentary, and analytical materials for client meetings and inquiries.
• Coordinate due diligence requests, RFIs, client questionnaires, and responses to investment or operational questions.
• Collect, organize, analyze, and quality-check retirement recordkeeper asset data and related information.
• Collaborate with operations, reporting, marketing, compliance, portfolio management, research, retirement advisory, and sales teams.

Requirements

• Bachelor's degree with a strong academic record.
• 2–4 years of experience in the financial services industry.
• Excellent verbal and written communication, prioritization, time management, and multitasking skills.
• Strong PC and Microsoft Office skills; CRM experience is preferred, while proficiency with Microsoft Dynamics 365 CRM is essential.
• SIE, Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of employment.
• This role is not eligible for immigration sponsorship.

Culture & Benefits

• Comprehensive benefits supporting employees and their families.
• Educational initiatives and career development programs.
• Opportunities to build relationships with retirement recordkeepers, broker-dealers, and third-party administrators.
• Some travel may be expected.