Engagement Manager (Fintech)

Location: Onsite in New York City at the SoHo office

Salary: $110,000–$160,000 per year, plus performance incentive bonus pay and equity.

Company

hirify.global is an AI-powered asset management platform that helps financial advisors build, manage, and explain personalized investment portfolios.

What you will do

• Manage multiple advisor relationships within signed partner firms.
• Oversee client onboarding, implementation, engagement, and ongoing adoption of the hirify.global platform.
• Understand client business needs and act as an internal advocate for their success.
• Identify onboarding blockers, provide solutions, and communicate platform benefits and investment strategies.
• Deliver training, best practices, and client use cases to support commercial results.
• Identify additional revenue and upsell opportunities within partner advisory firms.

Requirements

• 3–7 years of experience in account management, client relationships, or sales within financial services.
• Experience with the RIA industry framework and wealth management.
• Understanding of advisors’ primary business models, current needs, and future needs.
• Excellent written and verbal communication skills with clients, third parties, and internal stakeholders.
• Ability to manage multiple clients and internal projects, prioritize tasks, and solve problems independently.
• Bachelor’s degree with an excellent academic record.

Nice to have

• Knowledge of advisory practices, investment strategies, and RIA aggregators.

Culture & Benefits

• Opportunity to contribute to a rapidly expanding fintech startup.
• Unlimited PTO and medical insurance.
• 401(k) plan with generous matching and a self-directed brokerage account option.
• Access to investment management and financial advice through a partner RIA firm.
• Paid lunches at the New York City office.
• Career growth and development opportunities.