Senior Associate, Institutional Professional Services Representative (Fintech)

Location: St. Petersburg, Florida Global HQ; in-person collaboration required

Base salary: $90,000–$115,000 annually, plus discretionary bonus and full benefits.

Company

hirify.global is a global digital brokerage and fintech platform providing trading, market data, analytical tools, and financial services to individual and institutional clients.

What you will do

• Serve as the primary client service lead for institutional clients, including introducing brokers, hedge funds, asset managers, and financial advisors.
• Resolve inquiries involving accounts, trades, margin, funding, asset transfers, statement reconciliation, and corporate actions.
• Coordinate escalations across trading operations, compliance, technology, and product teams.
• Support institutional client onboarding through system walkthroughs, documentation, training, and post-launch follow-up.
• Drive system implementation, process automation, scalable workflows, and service infrastructure improvements.
• Develop training materials and optimize KPIs, service delivery metrics, onboarding timelines, and support SLAs.

Requirements

• Bachelor’s degree in finance, business, economics, or a relevant field.
• At least 4–6 years of experience at a financial institution, brokerage, or asset manager in client service, operations, or a similar role.
• Exceptional written and verbal client-facing communication, with composure under pressure.
• Familiarity with institutional trading operations and one or more asset classes, including equities, ETFs, options, or futures.
• Strong analytical skills and the ability to navigate complex systems and processes in a fast-paced environment.
• Strong proficiency with productivity tools such as Excel, ticketing systems including JIRA and Confluence, and CRM platforms.
• Experience in team leadership, process design, and KPI development.

Nice to have

• Relevant regional licensing or certification, such as Series 7, 24, 63, or 66 in the U.S., or willingness to obtain it within a short timeframe.
• Experience with global markets, regulatory regimes, and institutional client segments.
• Additional language proficiency, such as Mandarin or Cantonese, depending on client base and geographic coverage.

Culture & Benefits

• Full-time salaried employment with comprehensive medical, dental, and vision coverage; medical and dental insurance is fully paid for employees and dependents.
• 401(k) match, short-term disability coverage, paid parental leave, personal days, sick time, volunteer days, company holidays, and increasing paid time off.
• Wellness benefits, fitness support, pet insurance, and tuition reimbursement for relevant degrees, certifications, and training.
• In-office collaboration with catered breakfast, weekly lunches, stocked kitchens, and monthly team events.

Hiring process

• Apply through the official application process; unsolicited agency submissions and direct contact with hiring managers are not accepted.