RIA Custody Solutions Specialist (Vice President)

Location: New York, NY, United States

Salary: USD 150,000–300,000 base salary, plus potential discretionary bonus.

Company

hirify.global is a global financial services firm providing capital markets, investment banking, asset management, and wealth management solutions.

What you will do

• Serve as a subject matter expert and trusted partner for independent financial advisors serving high-net-worth clients.
• Design and present institutional-grade capital markets, wealth advisory, structured product, and customized banking and lending solutions.
• Educate advisors on concentrated equity strategies, derivatives, equity collars, variable prepaid forwards, exchange funds, and covered call programs.
• Collaborate with trading desks and asset management teams to deliver bespoke structured notes and private market solutions.
• Identify cross-divisional opportunities, deepen client relationships, support account growth, and improve retention.
• Establish implementation best practices and streamline product access and workflows with technology and operations teams.

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
• 5–7 years of experience in capital markets, structured products, private wealth management, or investment banking.
• Active FINRA Series 7 and Series 63 or 66 licenses.
• Deep understanding of products commonly used by RIAs, alternative asset classes, and institutional portfolio construction.
• Strong relationship-building, communication, and presentation skills, with the ability to explain complex financial concepts clearly.
• Willingness to travel to meet clients and prospects in person.

Nice to have

• MBA, CFA, or CAIA designation.

Culture & Benefits

• Full-time employment with access to competitive benefits and wellness offerings.
• US employee benefits generally available to active, non-temporary full-time and part-time employees working at least 20 hours per week.
• Potential discretionary bonus eligibility for active employees at fiscal year-end.