Portfolio Specialist – Asset Management Service (Fintech)

Location: Hybrid role in Saint Petersburg, Florida, United States; travel is less than 25%.

Company

hirify.global is a leading investment firm providing investment products and asset management solutions.

What you will do

• Build and nurture relationships with financial advisors, wealth managers, and institutional clients.
• Promote investment products through phone, email, virtual meetings, and in-person interactions.
• Partner with external partners to develop and execute territory sales strategies.
• Educate clients on product features, market trends, and portfolio positioning.
• Maintain knowledge of mutual funds, ETFs, model portfolios, and Separately Managed Accounts.
• Track sales activity in CRM tools and provide client support throughout the sales process.

Requirements

• Bachelor’s degree required.
• 13 months to 3 years of general work experience.
• Strong communication, presentation, and relationship-building skills.
• Passion for financial markets and investment strategies.
• Self-starter with a collaborative, goal-oriented mindset.
• Relevant certifications include SIE, Series 7, and Series 66.

Culture & Benefits

• Competitive base salary with performance-based incentives.
• Benefits may include medical, dental, vision, life, disability, and critical illness insurance.
• Retirement savings, paid time off, holidays, sick leave, and parental leave.
• Ongoing training, professional development, and career advancement opportunities.
• Inclusive, collaborative, client-first culture focused on integrity and continuous improvement.