Associate, RIA Relationship Management (East Coast) (Fintech)

Location: New York, United States (Hybrid); coverage includes firms across the country.

Salary: $105K–$130K per year, plus potential equity, commission, and bonus.

Company

hirify.global provides a platform and investment capabilities that help wealth advisory firms build scalable private markets programs.

What you will do

• Identify and engage RIAs, wealth advisory firms, and family offices that may benefit from hirify.global's platform and investment capabilities.
• Conduct thoughtful outreach through email, calls, LinkedIn, and conferences, involving Senior Relationship Managers in new firm conversations.
• Research prospective firms, including investment philosophy, AUM, alternatives allocation, and decision-makers.
• Maintain accurate pipeline data and support active partnerships by preparing materials and tracking commitments.
• Guide new firms through platform onboarding and curated investment opportunities.
• Coordinate webinars, events, and roundtables, while gradually taking ownership of individual relationships.

Requirements

• 3–5 years of experience in financial services, wealth management, or asset management, with the experience scope including client-facing work; RIA channel or alternatives experience is a strong plus.
• Deep proficiency with Salesforce, including building and maintaining complete relationship views, creating reports and dashboards, and using data to prioritize and make decisions.
• Strong analytical ability and confidence working with data, spotting patterns, synthesizing information, and presenting clear conclusions.
• Demonstrated ability to use AI tools for research, drafting, analysis, or workflow.
• Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals.
• Highly organized and rigorous, with consistent follow-up, note-taking, and accurate shared systems.
• Self-direction, ownership, and comfort working in a fast-moving, entrepreneurial environment.
• Ambition to build a long-term career in private markets.

Nice to have

• Series 65 or 66, or willingness to obtain one.
• CFA or CAIA designation, or current progress toward one.
• Working knowledge of alternative investment structures and products.
• Experience coordinating client events or industry conferences.

Culture & Benefits

• Work directly with sophisticated wealth management platforms.
• Help build infrastructure for private markets in the RIA channel.
• Join a team focused on client experience, operational rigor, and problem-solving.
• Opportunity to shape how next-generation wealth platforms invest in private markets.
• Compensation may include equity, commission, and bonus.