Investor Relations Specialist

Location: Phoenix, AZ, US. On-site role requiring regular office presence five days per week.

Company

hirify.global provides investment offerings and operates with broker-dealer supervision and securities compliance requirements.

What you will do

• Develop prospective investors through company-generated leads, inbound inquiries, referrals, and other approved sources; no cold calling is required.
• Conduct outbound follow-up, address investor questions, present approved investment offerings, and guide qualified prospects through evaluation and subscription.
• Assess investor qualifications, financial circumstances, objectives, liquidity needs, and risk tolerance before making recommendations.
• Manage assigned investor relationships, identify suitable additional-investment and reinvestment opportunities, and coordinate requests with relevant departments.
• Maintain accurate CRM records, investor documentation, pipeline data, and management reporting.
• Meet performance expectations including a target of 8 new investments per month and an 80% investor retention goal while following broker-dealer requirements.

Requirements

• SIE, Series 63, and Series 7 licenses are required. Series 82 may be accepted temporarily subject to broker-dealer approval and applicable registration requirements.
• Broker-dealer registration and dual-employment requirements must be satisfied.
• 2–4 years of experience in investment sales, investor relations, or financial services, or a proven record of success in outbound/inbound telephone sales.
• Demonstrated ability to develop leads, follow up consistently, build relationships, and close sales; experience with conferences or industry events.
• Ability to be licensed in all 50 states.
• Strong sales orientation, pipeline management, organization, and ability to achieve production goals while meeting compliance obligations.
• Strong listening, presentation, written, and verbal communication skills, with the ability to build credibility and long-term investor relationships.
• Financial acumen to understand, explain, contrast, and compare investment vehicles, plus knowledge of applicable SEC and FINRA requirements.
• Proficiency with CRM systems, Microsoft Excel, and PowerPoint, with flexibility for inbound call coverage.
• Ability to work on-site, sit at a desk, use a computer for prolonged periods, and lift up to 15 pounds at times.

Culture & Benefits

• 100% employer-paid medical insurance for the employee and whole family, including the Mayo Clinic.
• 401(k)/Roth plan with a 4% match and immediate vesting, plus dental, vision, company-paid life, and short- and long-term disability insurance.
• Fully paid Lifetime Gym Membership when attending at least 8 days per month.
• Student loan repayment assistance and education assistance.
• Stocked snack kitchens and an opportunity to work at a fast-growing company.