Internal Wholesaler - Sub-Advised Insurance Distribution (Insurance)

Location: Boston, MA, United States; employees work from the office 4 days per week with flexibility to work remotely 1 day per week

Salary: USD 80,000–150,000 per year, plus potential bonus or incentives

Company

hirify.global is a private-partnership investment management firm providing investment solutions across global capital markets for institutional clients in more than 60 countries.

What you will do

• Support the insurance-channel distribution strategy in partnership with External Wholesalers, Business Development Managers, and Relationship Managers.
• Coordinate distribution initiatives, stakeholder alignment, follow-up activities, and strategic partner engagement.
• Build relationships with insurance company home-office personnel, sales desk managers, training teams, and distribution partners.
• Coordinate educational content, presentations, market updates, training sessions, field activities, desk visits, and events.
• Manage marketing materials, presentation content, client-facing resources, and positioning of Wellington strategies within insurance-based investment vehicles and platforms.
• Maintain CRM data, pipeline tracking, activity reporting, and distribution-related business metrics while collaborating with Product, Marketing, Investments, and Relationship Management.

Requirements

• 4+ years of experience in asset management, internal sales, insurance distribution, or related roles.
• Experience or knowledge in insurance distribution, sales enablement, relationship management, wholesaler support, or asset-management distribution.
• Strong interest in investment management and capital markets.
• Excellent communication, client engagement, organization, attention to detail, and stakeholder coordination skills.
• Series 7 and Series 63 licenses, or the ability to obtain them.

Nice to have

• CFA, CAIA, or another relevant designation.

Culture & Benefits

• Flexible hybrid arrangement with four days in the office and one remote day per week.
• Retirement plan, health, dental, vision, pharmacy, HSA, and FSA coverage.
• Life and disability insurance, employee assistance, adoption assistance, and backup childcare.
• Tuition and CFA reimbursement, paid holidays, sick and vacation time, and other paid leave.
• Potential corporate bonus or incentives, depending on eligibility.