RIA Relationship Manager (Fintech)

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

Company

hirify.global provides a fintech platform for broker/dealers, registered investment advisers, private banks, and investors to research, price, purchase, and manage alternative investments and annuities.

What you will do

• Serve as the primary relationship manager for a portfolio of live RIA clients across the United States and drive client success and platform adoption.
• Build relationships with CIOs, investment committees, research and due diligence teams, advisors, trading and operations, compliance, and firm leadership.
• Lead client check-ins, business reviews, training, re-engagement efforts, and issue resolution.
• Help RIA clients integrate structured products and annuities into model portfolios, custodial workflows, and fee-based advisory practices.
• Support new-client growth through discovery, platform demonstrations, structured products expertise, implementation, custodian connectivity, and compliance configuration.
• Collaborate with Sales, Investment Products, Product, Engineering, Marketing, and Implementation teams; represent Luma at industry events, custodian conferences, and client meetings.

Requirements

• 5+ years of experience in relationship management, client coverage, sales, or business development within structured products, derivatives, or alternative investments.
• Strong working knowledge of structured products, including payoff structures, pricing mechanics, and trade workflows from RFQ through maturity.
• Established network across the US RIA community, including independent and hybrid RIAs, multi-family offices, RIA aggregators and consolidators, OCIOs, and TAMPs.
• Legal authorization to work in the United States without current or future employment-based immigration sponsorship.

Culture & Benefits

• Salaried full-time position.
• Work with product, engineering, sales, investment products, implementation, and marketing teams.
• Represent Luma in industry events, custodian conferences, and client meetings across the country.