Market Associate (Internal Wholesaler)

Location: Chicago, IL, United States; applicants must be authorized to work in the U.S. without employment-based visa sponsorship

Salary: $70,000–$110,000 annual base pay

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Sell ETFs, mutual funds, separately managed accounts, direct indexing, alternatives, and multi-asset class products and services to prospective clients.
• Cross-sell products, maintain client relationships, and respond proactively to high-volume inbound sales and account-maintenance requests.
• Research prospects, identify client needs, prioritize opportunities, and support business-plan development.
• Prepare client sales presentations and recommend relevant investment, trust, custody, and securities products with internal partners.
• Manage territory responsibilities, contact databases, client reporting, competitor knowledge, and regulatory updates.
• Support area performance and profitability, facilitate discussions, mentor junior employees, and potentially supervise daily operational work without formal management responsibility.

Requirements

• A college or university degree and/or relevant proven work experience.
• NASD Series 7 and 63 licenses are required, or must be obtained within the first 90 days.
• Knowledge of investment management products and segments, including fixed income, active and passive equities, cash, securities, and international products.
• Ability to communicate and sell hirify.global products and services to generate bank revenue.
• Knowledge of securities industry products and services to compete with other financial institutions.
• Must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Full-time employment in a flexible and collaborative workplace with accessible senior leaders and opportunities for internal movement.
• Benefits include retirement benefits with 401(k) and pension, medical, dental, vision, spending accounts, disability coverage, paid time off, parental and caregiver leave, and life and accident insurance.
• A discretionary bonus program may include an equity component.
• Inclusive workplace with community and philanthropy initiatives.
• Reasonable accommodations are available throughout the employment process.