Trading Solutions Specialist (Fintech)

TL;DR

Trading Solutions Specialist (Fintech): Driving adoption and retention of specialized trading solutions by becoming a client and feature expert and collaborating with R&D to shape the product roadmap. Focus on designing thoughtful technical solutions for sophisticated clients, providing hands-on training, and playing a key role in pre-sales discovery and demos.

Location: New York, NY. Applicants must be legally authorized to work in the United States without requiring current or future visa sponsorship.

Salary: $89,000 - $139,000 + bonus + equity + benefits

Company

hirify.global is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

What you will do

• Lead initiatives to boost client adoption and ensure long-term retention of specialized solutions.
• Act as the primary expert for existing Trading clients, providing hands-on training and developing technical solutions.
• Collaborate with R&D and Go-To-Market teams to deliver product feedback and shape the product roadmap.
• Play a key role in the pre-sales process, leading detailed discovery, conducting demos, and crafting documentation.

Requirements

• Bachelor’s degree or equivalent experience.
• 5+ years of experience demonstrating high performance in capital markets, financial services, WealthTech, RIAs, or family offices.
• Strong understanding of portfolio management concepts and trading workflows.
• Highly organized self-starter with the ability to design thoughtful technical solutions for sophisticated clients.
• Excellent communication skills, with the ability to translate complex concepts into clear, actionable insights.
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.

Nice to have

• CFA and/or CAIA certifications.
• Passionate about continuous learning and improving financial technology systems.

Culture & Benefits

• Values include: Act Like an Owner, Build Together, Champion Our Clients, Drive Innovation, and Embrace Learning.
• Commitment to being an equal opportunity employer, promoting diversity, inclusion, and belonging.
• Reasonable accommodation will be provided for individuals with disabilities to participate in the job application or interview process.