Senior Product Specialist, Sales (Fintech)

Location: Los Angeles, CA; regular travel of approximately 20–30% for advisor trainings, product launch events, conferences, and in-person client meetings. Offices are located in Culver City, CA, San Francisco, CA, and Dallas, TX.

Company

hirify.global is building an AI platform for wealth professionals and partners with financial advisors to improve the accessibility, affordability, and outcomes of financial advice.

What you will do

• Drive awareness, adoption, and usage of priority investment products across advisors and clients, including Model Marketplace, Direct Indexing, Alternatives, and Tax Management.
• Align with the Investment Strategy Product Group on product strategy, roadmap priorities, launch timing, target users, and commercialization plans.
• Plan and execute product launches through sales readiness, positioning, messaging, enablement, advisor communications, and field feedback loops.
• Lead or support advisor conversations, product demonstrations, portfolio strategy discussions, training sessions, webinars, and executive presentations.
• Identify Share of Wallet opportunities and support account planning, opportunity qualification, business-case development, pricing discussions, and close plans.
• Develop playbooks, demo flows, objection handling, implementation guidance, competitive positioning, adoption metrics, and actionable product feedback.

Requirements

• Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, wealth management, or a similar customer-facing role.
• Strong knowledge of investment products and portfolio construction, including areas such as structured notes, options, high-yield cash, model portfolios, Direct Indexing, alternatives, or related strategies.
• Ability to explain sophisticated investment concepts clearly to advisors, investment professionals, executives, and other audiences.
• Experience supporting product launches, sales enablement, commercialization, or adoption programs.
• Strong understanding of consultative selling, advisor workflows, and complex B2B buying processes.
• Ability to connect investment products and platform capabilities to portfolio applications, business outcomes, and measurable customer value.
• Excellent presentation, discovery, writing, training, and storytelling skills.
• Comfort working in a matrixed environment with Investment Strategy, Sales, Product, Marketing, Operations, Client Success, and Engineering.
• Strong commercial judgment, curiosity, organization, and follow-through.

Nice to have

• Series 7 and Series 63 licenses or CFA designation are strongly preferred.

Culture & Benefits

• Values include kindness, humility, healthy debate, ownership, growth mindset, focus, urgency, and resilience.
• Amenity-filled offices designed for comfort, collaboration, and productivity.
• Premium healthcare, dental, and vision insurance plans; a 401(k) plan with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional growth opportunities, an employee mobility program, and an annual learning and development budget.
• Company perks, financial guidance, and a one-month work-from-anywhere policy, except for a few countries.