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9 дней назад

Regional Analyst (Private Wealth)

75 000 - 85 000$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Regional Analyst (Private Wealth): Supporting US private wealth sales by analyzing regional and product sales trends, prospecting financial advisors, and articulating fund objectives and portfolio strategies with an accent on consultative relationship building and alternative investments. Focus on identifying advisor needs, developing sales strategies, and coordinating best-in-class service across internal departments.

Location: hirify.global Place New York, 225 Liberty Street, Suite 3501, New York, New York

Salary: $75,000–$85,000 per year, plus a short-term cash incentive program.

Company

hirify.global is an alternative asset manager offering investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. The private wealth business works with financial advisors to provide institutional-quality investment opportunities and market insights.

What you will do

  • Support the US Sales team and Regional Consultants in developing and prospecting relationships with financial advisors.
  • Analyze regional and product sales trends across broker/dealer firms and individual advisors.
  • Manage inbound calls and conduct relationship-building sales calls with financial advisors and other licensed professionals.
  • Develop sales strategies focused on prospecting new business and identifying cross-selling opportunities.
  • Explain fund objectives, financial markets, portfolio strategies, and alternative investment concepts.
  • Maintain contact management systems and complete administrative tasks supporting business efficiency.

Requirements

  • Bachelor’s degree or equivalent experience.
  • Strong written, verbal, interpersonal, analytical, and communication skills.
  • Interest in capital markets, alternative investments, mutual funds, private equity, and economic factors.
  • Consultative, client-first approach with strong work ethic, integrity, and values.
  • Digital and data-driven approach with a willingness to learn and grow in sales and asset management.

Nice to have

  • FINRA Series 7 and 63 licenses; required to obtain them within the firm-defined time period if not already licensed.
  • Prior sales experience and curiosity about financial advisor relationships.

Culture & Benefits

  • Challenging work assignments and exposure to diverse businesses.
  • Entrepreneurial, collaborative, and disciplined working environment.
  • Base salary plus a short-term cash bonus program.
  • Commitment to a safe, respectful, and discrimination-free workplace.

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