Advisor Success Manager (Fintech)

Location: New York, New York, United States; hybrid in-office Tuesday through Thursday and work from home Monday and Friday.

Compensation: $125,000–$175,000 OTE

Company

hirify.global is a fintech company providing a software platform that helps financial advisors manage clients’ 401(k) and other retirement plan accounts as part of personalized retirement strategies.

What you will do

• Lead high-value onboarding sessions that move advisors from general interest to active platform usage.
• Conduct structured meetings and asynchronous calls to drive immediate advisor activity.
• Manage a named pipeline of individual advisors and advisor teams across customer segments.
• Track activation milestones and drive advisors toward reaching five clients with managed assets.
• Spend approximately 25% of working time on outbound engagement to generate high-value meetings and calls.
• Identify, negotiate, and close committed-asset upsell opportunities within the SMB customer pipeline.

Requirements

• 3+ years of experience in consultative or solutions selling, business development, or external relationship building.
• Proven success as an individual contributor in a sales role.
• Strong verbal and written communication skills, including the ability to lead challenging conversations and influence decision-makers.
• Basic knowledge of financial services, RIA and broker-dealer environments, retirement plans, and 401(k) accounts.
• High-energy, proactive approach focused on elite service and commercial outcomes.

Nice to have

• Familiarity with Challenger or SPIN selling methodologies.

Culture & Benefits

• Collaborative work environment with frequent team events.
• Equity grant participation for eligible new hires.
• Comprehensive healthcare insurance with multiple plan options.
• 401(k) with employer matching and access to a retirement advisor.
• Paid parental leave and family planning reimbursement.
• Sponsored learning and development, stocked kitchen, lunch reimbursement, and five work-from-anywhere weeks per year.