Investment Advisor III - IAM

Location: OH - Cleveland (44114); in-office position

Base salary: $112,000–$208,000 per year, plus incentive eligibility.

Company

hirify.global is a financial services company providing institutional asset management and investment solutions.

What you will do

• Deliver OCIO solutions to non-profit organizations, defined benefit pension plans, and corporations.
• Manage client accounts and portfolios in accordance with investment objectives and investment policy statements.
• Provide actionable investment advice, market insight, performance reporting, and recommendations for strategic and tactical allocation changes.
• Build and maintain client relationships while supporting new business development and expanding financial services.
• Maintain and grow assets under management.
• Execute risk management practices in accordance with hirify.global policies and procedures.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 5+ years of relevant industry experience.
• Knowledge of complex investment and asset management strategies.
• Experience with client relationship management, investment consulting, portfolio management, and financial modeling.
• Must work in the Cleveland, Ohio office; hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice to have

• CFA designation.
• Experience with decision-making, finance strategy, value selling, and competitive advantages.

Culture & Benefits

• In-office work environment with an emphasis on collaboration, inclusion, and employee development.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) with company match, pension, stock purchase plans, and financial wellness support.
• Paid holidays, vacation days, parental leave, disability protection, and occasional absence days.
• Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.