Advisor Business Development Associate (Fintech)

Location: Hybrid - New York

Company

hirify.global is a rapidly growing registered investment advisor combining expert advisors with technology to deliver tailored wealth management services. The company operates at the intersection of traditional wealth management, fintech, and technology.

What you will do

• Conduct daily outbound prospecting to financial advisors by phone, email, and LinkedIn.
• Book qualified meetings between financial advisors and Directors.
• Run discovery conversations to understand advisors' practices, goals, and timing.
• Develop early-stage opportunities and maintain an active pipeline.
• Keep CRM records clean and the pipeline up to date.
• Meet and exceed weekly meeting and activity targets.

Requirements

• 2+ years of sales or recruiting experience.
• A track record of meeting or exceeding quota.
• Enjoyment of cold calling and building a pipeline from scratch.
• Motivation by variable compensation, with clear career and earnings goals.
• Bachelor's degree.

Nice to have

• Experience in financial services, wealth management, or fintech.
• Hands-on experience with Salesforce or HubSpot.
• Familiarity with how financial advisors run and grow their practices.

Culture & Benefits

• Collaborative, entrepreneurial environment focused on wealth management and fintech.
• Clear progression toward running the full sales cycle after establishing a strong track record.
• Competitive compensation package with uncapped commission potential.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited PTO.