Associate Consultant Relations Advisor (Financial Services)

Location: New York, NY, United States

Annual base salary: $80,000–$95,000 USD

Company

hirify.global provides financial services and investment solutions focused on helping individuals and communities achieve better financial futures.

What you will do

• Support the Consultant Relations team in marketing and distributing fixed income, alternatives, equities, and solution-driven strategies.
• Organize and prepare consultant meetings, calls, onsite engagements, and company-sponsored events.
• Coordinate with RFP, CPM, Marketing, Product, Client Service, Business Development, Investment Teams, and Regional Client Advisory teams to complete consultant requests.
• Maintain consultant strategies for national and global firms and identify best practices for use across teams and regions.
• Maintain Salesforce records of activities, call reports, pipeline updates, organizational information, and key contacts.
• Ensure timely and accurate data for regional Consultant Advisory and Consultant Relations reporting and leadership reviews.

Requirements

• Undergraduate degree and 2–3 years of work experience, preferably in institutional investment management or an investment banking analyst program.
• Ability to learn complex investment and product concepts, with strong analytical and creative problem-solving skills.
• Excellent interpersonal, teamwork, written and verbal communication, and presentation skills.
• Strong project management, organization, and planning skills, with the ability to meet deadlines without compromising accuracy or quality.
• Strong ownership of projects and tasks.
• FINRA Series 7 and 63 licenses are required within 90 days of filling the position.
• Candidates who have not begun the CFA program are expected to pursue the CFA Charter beginning in their first year.
• Familiarity with AI-enabled tools, or willingness to adopt AI-driven tools to improve efficiency and achieve sales targets.

Nice to have

• Product knowledge across fixed income, equities, and alternatives.
• Experience in the institutional investment management industry or an investment banking analyst program.

Culture & Benefits

• Purpose-driven culture focused on expanding access to financial opportunities.
• Inclusive work environment that values employees’ different backgrounds and perspectives.
• Health, dental, vision, and life insurance plans.
• 401(k) plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off including 20 days, nine company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time per calendar year.