Relationship Management Analyst, US Wealth

Location: Chicago, Illinois, United States. Hybrid working model with time split between the office and home determined by the business group.

Salary: $55,000 per year in Chicago, excluding incentive compensation and commission payments.

Company

hirify.global is an investment management firm offering active, passive, and alternative investment strategies to clients and financial advisors.

What you will do

• Partner with field wholesalers to develop and maintain relationships with financial advisors and other intermediaries.
• Conduct phone-based consultative sales across the designated territory.
• Build engagement strategies and present hirify.global investment solutions to advisors.
• Identify client investment needs, profile prospective clients, and follow up on new opportunities.
• Maintain knowledge of hirify.global investment products, global investment views, capital markets, and objective-based investing.

Requirements

• Bachelor’s degree.
• Knowledge of investment trends and financial advisor practices.
• Strong client focus and understanding of capital markets.
• Clear, concise communication and the ability to adapt messages to different audiences.
• Ability to articulate specific sales strategies and processes.

Nice to have

• Familiarity with Morningstar Advisor Workstation.
• Familiarity with Salesforce.

Culture & Benefits

• Hybrid work combining in-person collaboration with working from home.
• Healthcare, retirement, company perks, and physical, emotional, and financial wellness benefits.
• Personalized benefits options designed to support different lifestyles.
• Inclusive workplace focused on diversity, equity, and professional development.
• Incentive compensation in the form of commission payments.