Sales Associate (Global Family Office)

Location: Chicago, IL; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $52,800–$79,200 USD per year, plus a discretionary bonus program that may include an equity component.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Maintain accurate Global Family Office sales pipeline data in Salesforce and other reporting tools.
• Prepare recurring sales activity metrics and pipeline reports.
• Create and maintain client presentations, prospect materials, briefing memoranda, and sales deliverables.
• Coordinate internal meetings, prospect meetings, client events, conferences, webinars, and networking activities.
• Support Wealth Strategists and Senior Sales Associates with prospect research, meeting preparation, documentation, and follow-up.
• Assist with special projects, process improvements, deadlines, and sales and client engagement initiatives.

Requirements

• Bachelor’s degree required, preferably in Finance, Business, Economics, Marketing, Communications, or a related field.
• 0–2 years of professional experience; relevant internships or experience are preferred.
• Strong organizational, analytical, written, verbal, and interpersonal skills.
• Proficiency in Microsoft Office, particularly PowerPoint, Excel, Word, and Outlook.
• Ability to manage multiple priorities and collaborate across teams in a fast-paced environment.
• Must already be authorized to work in the U.S.; employment-based visa sponsorship is not available.

Nice to have

• Experience in financial services, sales support, marketing, business operations, event planning, or client service.
• Project coordination and event planning skills.
• Familiarity with Salesforce, CRM platforms, or reporting tools.
• Strong academic performance and extracurricular leadership experience.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal mobility and professional development through training and mentorship.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support community and philanthropic initiatives.