Investments Director (Institutional Retirement)

Location: Remote - Nationwide, United States; ability to travel 40–60% of the time or more is required based on business needs.

Base salary: $125,400–$181,875 per year, with sales incentives and potential bonus opportunities.

Company

hirify.global provides financial services and investment products designed to help customers achieve financial security and retirement goals.

What you will do

• Develop and execute investment product distribution strategies to grow assets under management and retain investment assets.
• Advise plan sponsors, financial intermediaries, advisors, consultants, and institutional clients on investment product selection and positioning.
• Support institutional sales opportunities across corporate, government, not-for-profit, and Taft-Hartley retirement plan markets.
• Prepare and deliver investment presentations, portfolio reviews, product comparisons, and strategy discussions.
• Analyze investment performance, fund characteristics, market conditions, economic trends, and competitive positioning.
• Build sales pipelines, strengthen client relationships, provide product training, and identify revenue growth opportunities.

Requirements

• Bachelor’s degree in Business or a related field.
• 10+ years of experience in financial services sales, investment product distribution, institutional sales, or a related field.
• FINRA Series 6, 63, and 7 registrations, applicable state insurance licenses, and FINRA fingerprinting are required.
• Comprehensive knowledge of financial services, retirement plans, investment products, institutional markets, portfolio strategies, and investment performance.
• Experience in sales, business development, relationship management, investment product positioning, and institutional client relationships.
• Applicants must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• CFA designation or MBA.
• Experience with large and mega corporate, government, not-for-profit, or Taft-Hartley retirement plan markets.
• Experience working with investment consultants, institutional intermediaries, or key account relationships.
• Experience driving measurable AUM growth and retention.

Culture & Benefits

• Flexible remote work environment with a focus on purpose, well-being, inclusion, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and investment options.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Reliable high-speed wired internet and a suitable home workspace are required for remote work.