Market Consultant (Asset Management)

Location: United States; workplace model requires at least four full days per week in an hirify.global office.

Salary: $65,000–$70,000 base per year in New York, NY, plus incentive pay.

Company

hirify.global is a global independent investment firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Develop and implement territory sales plans with market, sales, and internal consulting leaders.
• Grow existing client relationships and develop new profitable relationships with financial advisors.
• Identify and gain access to advisors interested in hirify.global investment strategies.
• Deliver product presentations through face-to-face meetings, telephone, WebEx, seminars, and conferences.
• Travel within the territory for client meetings, centers-of-influence meetings, and client events.
• Provide portfolio construction and manager selection consultations to clients with varying levels of technical expertise.

Requirements

• 3+ years of asset management sales experience.
• Strong listening, presentation, interpersonal, entrepreneurial, and business ownership skills.
• Technical investment expertise, including mutual funds, ETFs, SMAs, capital markets, and economic factors.
• Series 7 and 63 licenses required; Series 63/65 may be substituted for Series 66.
• Undergraduate degree or equivalent preferred.

Nice to have

• CFA, CIMA, or similar certification.

Culture & Benefits

• Hybrid workplace policy with at least four office days per week.
• Flexible paid time off.
• 100% 401(k) matching up to the first 6%, with a discretionary supplemental contribution.
• Health and wellbeing benefits.
• Parental leave and employee stock purchase plan.