Lead Wealth Distribution Intelligence & AI Partner (Private Markets)

Location: Hybrid role based in Stamford, Connecticut; New York City; or Boston, Massachusetts, with office attendance four days per week.

Salary: $148,000–$183,000 per year, plus bonus opportunity.

Company

hirify.global is an asset manager focused on client partnerships, investment strategies, and long-term wealth creation.

What you will do

• Partner with Private Markets leadership to translate business priorities into measurable objectives, insights, and recommendations.
• Analyze market trends, competitive dynamics, distribution opportunities, sales performance, assets, flows, pipeline, retention, and product adoption.
• Build firm, advisor, platform, segmentation, opportunity-scoring, and prioritization frameworks using internal and external data.
• Apply generative AI, predictive analytics, automation, and advanced analytical techniques to targeting, sales planning, client preparation, and next-best-action recommendations.
• Collaborate with Sales, Wealth Field Sales, National Accounts, Marketing, Product, Sales Enablement, Technology, Data Science, and CRM teams.
• Lead testing of analytical approaches, measure commercial impact, and scale successful use cases across Wealth Management.

Requirements

• Bachelor’s degree or equivalent experience; an advanced degree in analytics, data science, business, finance, economics, or a related field is preferred.
• 8+ years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, Private Markets, or financial services.
• Strong knowledge of Private Markets products, distribution models, client segments, platforms, and market dynamics.
• 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.
• Strong strategic thinking, executive communication, data storytelling, stakeholder influence, and cross-functional leadership skills.

Culture & Benefits

• Inclusive, supportive, and globally diverse working environment.
• Three weeks of paid time off during the first year.
• Medical, dental, and vision insurance.
• 401(k) plan with an 85% company match up to IRS limits.
• Employee stock investment plan with discounted share purchases.
• Learning and education assistance, plus opportunities to purchase company funds without sales charges.