Business Development Representative (Fintech)

Location: New York, NY. Applicants must be legally authorized to work in the United States without current or future sponsorship.

Company

hirify.global provides a fintech software platform for broker/dealers, RIA offices, private banks, and other financial institutions to research, purchase, and manage alternative investments and annuities.

What you will do

• Research target accounts and contacts across RIAs, broker/dealers, banks, and other financial distributors.
• Conduct outbound outreach by phone, email, LinkedIn, and event follow-up, while responding to inbound leads from webinars, events, and marketing campaigns.
• Qualify prospects based on need, authority, and timing; schedule discovery calls and demos; and hand off prepared opportunities to Sales.
• Maintain accurate records of activities, contacts, and pipeline status in the CRM.
• Learn the Luma platform and stay current on structured products, annuities, life insurance, capital markets, and competitors.
• Collaborate with Sales, Marketing, Client Success, and Product teams, meet activity and pipeline targets, and participate in pipeline reviews and coaching.

Requirements

• 1–3 years of sales, business development, or relationship management experience, including internships; experience in financial services or insurance is preferred within this requirement.
• Bachelor’s degree in Finance, Business, or a related field preferred.
• Strong written and verbal communication and interpersonal skills.
• Ability to build and maintain professional relationships.
• Self-motivated, resilient, and goal-driven, with strong organization and attention to detail.
• Ability to manage multiple priorities in a fast-moving environment.
• Legal authorization to work in the United States without current or future employment-based immigration sponsorship.

Nice to have

• Familiarity with financial advisors, RIAs, broker/dealers, structured products, annuities, or derivatives.
• Experience with CRM and sales engagement tools such as Salesforce, HubSpot, Outreach, or LinkedIn Sales Navigator.
• Series 7 and/or Series 63, or willingness to obtain one.
• Prior outbound prospecting, SDR, or BDR experience.

Culture & Benefits

• Training on the Luma platform and products is provided.
• Fast-paced, high-growth environment focused on relationship building and pipeline development.
• Cross-functional collaboration with Sales, Marketing, Client Success, and Product.
• Regular pipeline reviews and coaching.