Market Consultant PCG (Asset Management)

Location: Greater Miami, United States; residence within the territory is required. The role includes 10–20% travel and a hybrid workplace model with at least four full days per week in an hirify.global office.

Salary: $65,000–$70,000 base per year for the New York, NY range. Total compensation includes salary and incentive pay.

Company

Global investment firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Build trusted partnerships with intermediary clients and increase long-term holdings of investment products and services.
• Develop and implement a Greater Miami territory sales plan with market and sales leadership.
• Identify and gain access to financial advisors with opportunities for hirify.global investment strategies.
• Develop existing and new profitable client relationships and maximize wallet share.
• Deliver product presentations through face-to-face meetings, telephone, WebEx, seminars, and conferences.
• Provide portfolio construction and manager selection consultations using data-driven segmentation and digital tools.

Requirements

• 3+ years of asset management sales experience.
• Strong knowledge of mutual funds, ETFs, SMAs, their competitive landscape, capital markets, and economic factors.
• Series 7 and Series 63 licenses required; Series 63/65 may be substituted with Series 66.
• Excellent listening, presentation, interpersonal, and relationship-building skills.
• Must live within the Greater Miami territory and be able to travel 10–20%.
• An undergraduate or college degree or equivalent is preferred.

Nice to have

• CFA, CIMA, or similar certification.
• Entrepreneurial, growth-oriented, digital, and data-driven mindset.

Culture & Benefits

• Hybrid work schedule with at least four full days per week in an hirify.global office.
• Flexible paid time off.
• 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
• Health and wellbeing benefits and parental leave.
• Employee stock purchase plan.