Associate / Senior Associate, Global Client Group (Broker Dealer)

Location: Charlotte; hybrid work arrangement. The role supports Broker Dealer clients across the East Coast.

Company

hirify.global provides investment solutions and manages global client relationships through its distribution arm.

What you will do

• Build and nurture a pipeline of Broker Dealer prospects through outbound calls and targeted business development.
• Collaborate with Regional Directors to identify opportunities with wirehouse and full-service broker-dealer financial advisors.
• Explain complex investment principles, capital market research, and portfolio construction to clients and prospects.
• Develop and deliver complex educational investment presentations for financial advisors.
• Address practice-management topics and travel with Regional Directors to build relationships with key advisor clients.
• Coordinate complex client-driven requests and facilitate their production among Associates.

Requirements

• Bachelor’s degree required. MBA and/or CFA is strongly preferred.
• 5+ years of experience in the Financial Services or Investment industry required.
• Previous prospecting and sales experience preferred, including cold-calling experience.
• Proven ability to build and manage a sales pipeline.
• Strong analytical skills and solid quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills; detail-oriented.
• Ability to work effectively both in a team environment and independently, manage multiple projects, meet deadlines, and act as a self-starter.
• Strong computer skills, including Excel and Access, with the ability to learn additional programs as needed.
• SIE, Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment.

Nice to have

• MBA and/or CFA.
• Previous prospecting and sales experience.
• Cold-calling experience.

Culture & Benefits

• Comprehensive benefits for employees and their families.
• Educational initiatives and career-support programs.
• Programs and special celebrations supporting the company’s history, culture, and growth.
• Equal opportunity employment policy.
• Immigration sponsorship is not available for this role.