Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President (Fintech)

Location: Greenwich, Connecticut, United States. Hybrid schedule with office work Monday–Thursday and remote work on Friday; 25–40% travel within the assigned territory.

Salary: $90,000–$125,000 base annually, plus equity and a commission-based bonus.

Company

hirify.global provides a platform for alternative investments and supports financial advisors with investment access, education, and distribution services.

What you will do

• Execute 50+ outbound calls per day to financial advisors and deliver tailored platform introductions.
• Conduct discovery calls and maintain detailed advisor profiles covering assets under management, client demographics, alternative investment experience, product preferences, and compliance constraints.
• Build relationships through advisor office visits, regional events, due diligence meetings, fund roadshows, and industry conferences.
• Partner with product specialists and fund managers on educational sessions, platform demonstrations, and investment committee presentations.
• Manage segmented territory pipelines, identify high-value opportunities, and coordinate escalations to Senior Relationship Managers.
• Track calls, meetings, registrations, conversions, and advisor interactions in Salesforce while sharing market intelligence with Distribution, Product, and Marketing teams.

Requirements

• Bachelor’s degree in finance, business, economics, or a related field.
• 3–6+ years of sales experience in financial services, preferably combining inside and field sales.
• FINRA Series 7 and Series 63 licenses required.
• Proficiency with Salesforce CRM and outbound sequencing tools such as Outreach.
• Knowledge of alternative investments and experience with RIAs and independent broker-dealer networks.
• Strong communication, organization, territory management, and travel capabilities.

Culture & Benefits

• Office-based collaboration Monday–Thursday with remote flexibility on Friday.
• Compensation package includes base salary, equity, and commission-based bonus.
• Employer-matched retirement plan and subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.