Client & Sales Engagement Team Lead

Location: Boston, United States; hybrid work environment with remote and onsite work

Base salary: $88,000–$126,000 annually, plus eligibility for an incentive bonus.

Company

hirify.global is an investment management firm supporting individuals and institutions in building secure and prosperous financial futures.

What you will do

• Lead day-to-day Client & Sales Engagement activities, coach team members, and support performance, collaboration, and service standards.
• Coordinate client and prospect meetings, due diligence activities, marketing materials, production timelines, and logistics across business streams and territories.
• Use CRM data to track contacts, activities, workflow, reporting, and work allocation across Client Service Specialists and Associates.
• Maintain client reporting deliverables, investigate data discrepancies, support customized requests, and coordinate issue resolution with internal departments.
• Support industry events and roadshows, including planning, budgeting, spend tracking, and coordination with Marketing, Distribution, and Finance.
• Recommend improvements to processes and procedures while ensuring compliance with contractual, regulatory, brand, and business requirements.

Requirements

• Bachelor’s degree or equivalent education or experience.
• 5–6+ years of related experience preferred.
• Strong leadership skills with the ability to train, develop, and motivate staff.
• Experience organizing and coordinating multiple projects with strong attention to detail.
• Strong written and verbal communication skills and the ability to work with stakeholders at all levels.
• Previous line management experience preferred.

Culture & Benefits

• Hybrid work environment combining remote and onsite work.
• Competitive incentive compensation based on individual and company performance.
• Company retirement contribution equal to 15% of base salary, separate from the company-sponsored 401(k).
• Medical and dental plans, employer HSA contributions, flexible spending accounts, and commuter benefits.
• Generous paid time off and fully paid maternity, parental, and caregiver leaves.
• Education assistance, wellness programs, mental health support, and subsidized fitness benefits.