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9 дней назад

Market Consultant BD (Asset Management)

65 000 - 70 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Market Consultant BD (Asset Management): Building long-term partnerships with intermediary clients and expanding holdings of investment products across the Washington, D.C./Northern Virginia territory with an accent on consultative sales, portfolio construction, and manager selection. Focus on developing data-driven territory plans, segmenting clients, presenting investment solutions, and growing profitable advisor relationships.

Location: Washington, D.C./Northern Virginia territory; living within the territory is required. Hybrid workplace model with at least four full days per week in an hirify.global office; 10–20% travel is expected.

Salary: $65,000–$70,000 base per year in Washington, D.C. A separate New York range is $70,000–$75,000 base per year, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

  • Build trusted partnerships with intermediary clients and grow long-term holdings of hirify.global products and services.
  • Develop and implement a territory sales plan with the Market Leader, Internal Market Consultant, and Mid-Atlantic Division Sales Director.
  • Identify and engage financial advisors, conduct client meetings, and lead client events across the territory.
  • Deliver investment product presentations through in-person meetings, telephone, WebEx, seminars, and conferences.
  • Use a consultative, solutions-first approach to develop existing relationships and create new profitable partnerships.
  • Execute data-driven client segmentation, portfolio construction, and manager selection consultations.

Requirements

  • At least 2 years of asset management sales experience.
  • Required Series 7 and Series 63 licenses; Series 63/65 may be substituted for Series 66.
  • Strong knowledge of mutual funds, ETFs, SMAs, their competitive landscape, capital markets, and economic factors.
  • Excellent listening, presentation, interpersonal, and client relationship skills.
  • Digital and data-driven mindset with the ability to develop and execute strategic business plans.
  • Undergraduate or college degree preferred.

Nice to have

  • CFP, CFA, CIMA, or a similar certification.
  • Entrepreneurial and growth mindset with a business-owner mentality.

Culture & Benefits

  • Hybrid workplace model with substantial office collaboration.
  • Flexible paid time off.
  • 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
  • Health and wellbeing benefits.
  • Parental leave and employee stock purchase plan.

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