Director, Advisor Business Development (Fintech)

Location: Hybrid - New York; flexibility to travel to Dallas for priority prospect meetings. Other locations: Dallas and San Francisco.

Company

hirify.global is a rapidly growing registered investment advisor combining expert advisors with technology to provide tailored wealth management. The company is backed by venture capital firms, fintech investors, and industry leaders.

What you will do

• Source and engage established financial advisors and advisory teams through targeted outbound outreach, referrals, and personal networks.
• Develop early conversations into qualified opportunities and book meetings with relevant decision-makers.
• Understand advisors’ practice economics, growth goals, and client bases, then tailor the hirify.global value proposition.
• Progress toward owning the full recruiting cycle from platform demonstrations and discovery through signed agreements.
• Meet pipeline and meeting targets while building toward annual AUM goals.

Requirements

• 5+ years of sales or business development experience with a consistent record of exceeding quota.
• Experience building pipeline through personal outbound efforts, including cold calling.
• Experience working with sophisticated buyers through sales cycles lasting months rather than days.
• Motivation to work within a high-variable compensation structure and clear career and earnings goals.
• Bachelor’s degree.
• Flexibility to travel to Dallas for priority prospect meetings.

Nice to have

• Experience recruiting or selling to financial advisors, registered investment advisors, or wealth management firms.
• An existing network within the independent advisor community.
• Understanding of custody platforms and advisor transition economics.
• Hands-on experience with Salesforce or HubSpot.

Culture & Benefits

• Collaborative, entrepreneurial environment focused on building the future of wealth management.
• Competitive compensation package with uncapped commission potential.
• Opportunity to own the full recruiting cycle as track record develops.
• Ground-floor opportunity at a fast-scaling startup working with fintech specialists.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off.