Advisory Trading Specialist (Fintech)

Location: Minneapolis, Minnesota, United States

Base salary: $62,300–$93,500 USD annually

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Execute daily trading for active mutual fund and ETF portfolios.
• Manage complex drift trading for internally traded separate models and ETF strategies.
• Perform auto-rebalance trading and validation for the SPS Advantage product.
• Complete trade origination, pre- and post-trade validation, reject handling, and exception processing.
• Support business partners with model maintenance, client requests, trade-related questions, and escalated research.
• Build relationships with internal trading partners, external money managers, and vendors while improving systems, tools, and process knowledge.

Requirements

• Bachelor's degree or equivalent experience.
• 1–3 years of relevant experience.
• Strong attention to detail, organization, work ethic, and communication skills.
• Ability to work under pressure, meet tight deadlines, and maintain high accuracy.
• Experience with order entry for stocks, ETFs, bonds, mutual funds, and options is preferred.
• Experience with APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, or MS Access is preferred.

Culture & Benefits

• Inclusive and collaborative work environment.
• Opportunities for career development and continuous learning.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential eligibility for bonuses, commissions, and long-term incentives.