Structured Investments Distribution - Analyst (Fintech)

TL;DR

Structured Investments Distribution - Analyst (Fintech): Focusing on sales support, this role involves working cross-functionally with vendors and clients. Focus on analyzing sales trends, making outbound calls, and learning financial markets and portfolio strategies.

Location: New York, New York, United States. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Salary: $60,000 to $65,000 + Commision

Company

hirify.global offers a technology platform that supports the wealth management industry.

What you will do

• Conduct calls to set appointments for licensed sales professionals.
• Learn hirify.global products and communicate their objectives, risks, features, and benefits.
• Analyze regional and product sales trends within broker-dealer firms and among individual Financial Advisors.
• Partner with the external wholesaler and the regional distribution team.
• Utilize contact management systems to capture information and schedule follow up activities.

Requirements

• Bachelor's Degree
• 0-2 years of relevant experience
• Sales and client service experience, within financial services industry is a plus
• Excellent relationship, follow-up, and communication skills
• General knowledge of the financial services industry
• Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date

Culture & Benefits

• Comprehensive benefits package includes an employer matched retirement plan.
• Subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).