Relationship Manager (Fintech)

TL;DR

Relationship Manager (Fintech): Develop and manage relationships with active trader clients to expand hirify.global's client base and increase engagement with an accent on sales cycle management, client needs analysis, and cross-selling financial products. Focus on building trust, negotiating preferred pricing, and achieving sales quotas in a remote environment.

Location: Remote

Company

hirify.global is Canada's largest fintech company, helping millions achieve financial freedom through transparent, low-cost financial services powered by smart technology.

What you will do

• Manage the full sales cycle for active trader clients using calls, email, video, and text.
• Nurture and convert new leads into active trading clients.
• Increase client engagement and cross-sell products to reduce attrition.
• Identify new cross-sell opportunities through daily client interactions.
• Provide feedback to leadership on product offerings to guide development.
• Achieve monthly and quarterly sales quotas and KPIs.

Requirements

• Must be able to work independently in a remote environment.
• 3-5 years experience in sales or relationship management.
• 1-3 years experience in financial services or personal investing.
• Strong communication and negotiation skills.
• Goal oriented with experience meeting hard targets.
• Understanding of active trader client segment.

Nice to have

• Undergraduate or post-secondary degree in related field.
• Canadian Securities Course (CSC) certification.

Culture & Benefits

• Competitive salary with top-tier health and life insurance benefits.
• Retirement savings matching plan.
• 20 vacation days plus unlimited sick and mental health days.
• Wellness and professional development budgets.
• 90 days international work program in eligible countries.
• Employee Resource Groups supporting diversity and inclusion.