Account Manager, Retirement Sales (Southwest)

Location: Remote, CA; other locations include Remote, NV, Remote, AZ, and Remote, NM. The role focuses on Southern CA, Southern NV, HI, AZ, and NM in the United States.

Salary: $205,000–$240,000 base salary, plus a discretionary bonus.

Company

hirify.global is a global active fixed-income investment manager serving public and private markets, including retirement and defined contribution clients.

What you will do

• Develop and grow defined contribution assets under management, focusing on core investment options and target date strategies.
• Collaborate with retirement advisors, consultants, platform providers, retail wholesalers, and distribution teams across the assigned territory.
• Provide ongoing sales support, build relationships with small to mid-sized defined-contribution consultants, and develop new retirement advisors.
• Analyze industry and portfolio data to support competitive analysis, product positioning, and sales-tool development.
• Build and maintain a pipeline of retirement opportunities while coordinating investment messaging and territory sales.
• Represent hirify.global at conferences and training events, provide feedback on product demand and client satisfaction, and pursue professional development.

Requirements

• Bachelor’s degree required.
• At least five years of experience in an external client-facing sales or business development role in the retirement industry.
• Established industry contacts and advisor, consultant, and platform-provider relationships in the Southwest region of the United States.
• FINRA Series 7 and 63 licenses required; Series 3 must be obtained within the first six months of employment.
• In-depth knowledge of the retirement market, capital markets, and defined contribution investment solutions.
• Proven entrepreneurial mindset and commitment to client service and excellence, with the ability to develop and deepen client relationships.
• Strong relationship-building, verbal and written communication, organizational, project management, critical-thinking, analytical, quantitative, strategic, and problem-solving skills.
• Adaptability, collaboration, resilience, integrity, accountability, intellectual curiosity, and commitment to continuous learning.

Culture & Benefits

• Remote full-time position serving a defined U.S. Southwest territory.
• Compensation includes base salary and a discretionary performance-based bonus.
• Culture emphasizes Collaboration, Openness, Responsibility, and Excellence.
• Professional development and educational opportunities are sponsored by hirify.global.
• Compliance with industry standards, client-firm requirements, regulatory requirements, travel and expense policies, and activity reporting is required.