Senior Wealth Distribution Intelligence & AI Partner (AI)

Location: Hybrid role based in Stamford, Connecticut; New York City; or Boston, Massachusetts, United States. Employees work from the office four days per week.

Salary: $116,000–$143,000 per year, depending on location, plus bonus opportunity.

Company

hirify.global is a global asset manager providing investment and wealth management solutions.

What you will do

• Partner with RIA Field and Platform leadership to translate business priorities into measurable objectives, insights, and recommendations.
• Analyze the U.S. RIA ecosystem, market trends, competitive dynamics, territories, resources, and distribution strategy.
• Build firm, advisor, platform, segmentation, opportunity-scoring, and prioritization frameworks using internal and external data.
• Analyze sales, assets, flows, pipeline, retention, market share, product adoption, and client engagement to identify opportunities and risks.
• Apply generative AI, predictive analytics, automation, and next-best-action approaches to improve targeting, client preparation, and sales planning.
• Develop scalable data, analytics, and AI capabilities with Technology, Data Science, CRM, Sales, Marketing, Product, and Sales Enablement teams.

Requirements

• Bachelor’s degree or equivalent experience; an advanced degree in analytics, data science, business, finance, economics, or a related field is preferred.
• 5–8 years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, or financial services.
• Strong knowledge of the U.S. RIA market, including major business models, platforms, participants, and distribution dynamics.
• Experience supporting asset management distribution, RIA sales, platform relationships, or wealth management organizations.
• Experience applying AI, automation, predictive analytics, segmentation, or opportunity scoring to business challenges.
• Proficiency with SQL, Python, Power BI, Tableau, Excel, generative AI tools, workflow automation, or similar technologies, plus strong data storytelling and stakeholder influence skills.

Culture & Benefits

• Three weeks of paid time off in the first year.
• Medical, dental, and vision insurance.
• 401(k) plan with an 85% company match up to applicable IRS limits.
• Employee Stock Investment Plan with discounted share purchase opportunities.
• Learning Education Assistance Program and employee investment benefits.