Business Development Associate (Financial Services)

Location: Fort Mill/Charlotte, United States; must work in the office three days per week, Tuesday through Thursday

Salary: $52,500–$87,500 per year, including base salary and potential sales incentive compensation

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Prospect financial advisors and generate interest in meetings with LPL recruiters.
• Execute weekly prospecting campaigns using phone calls, email, and LinkedIn outreach.
• Qualify leads and present promising opportunities to Internal or field Regional Directors.
• Complete approximately 100 daily outreaches, primarily through cold calling.
• Use Salesforce to track individual KPIs and evaluate lead flow, territory funnels, and results.
• Build the skills and industry knowledge needed to progress toward an Internal Regional Director role.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• Effective communication with leadership, recruiting professionals, and internal recruiters.
• Strong motivation, resilience, collaboration, and ability to achieve sales targets.
• Ability to build rapport primarily through phone-based communication.
• Experience with Microsoft Word, Excel, PowerPoint, Outlook, and Salesforce.
• Experience or understanding of broker/dealers, advisory, finance, or sales principles.

Nice to have

• Comfort with travel twice per year for training.

Culture & Benefits

• Fast-paced, client-focused, team-oriented work environment.
• Career path from Business Development Associate to Internal Regional Director and Regional Director roles.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Encouragement of creativity and continuous improvement.