Analyst (Fintech)

TL;DR

Analyst (Fintech): Supporting sales within the Structured Investments team by conducting calls, analyzing sales trends, and assisting senior sales professionals. Focus on learning hirify.global products, financial markets, and portfolio strategies to effectively communicate product objectives and benefits.

Location: Toronto, Ontario, Canada. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Company

hirify.global is a company in the Fintech industry.

What you will do

• Conduct calls to set appointments for licensed sales professionals.
• Learn hirify.global products and effectively communicate their objectives, risks, features, and benefits.
• Analyze regional and product sales trends within broker-dealer firms and among Financial Advisors.
• Assist senior sales professionals within assigned territory.
• Utilize contact management systems to capture information and schedule follow up activities.
• Prepare for and pass necessary licenses.

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.
• Motivated, mature, trustworthy, and a team player.

Nice to have

• Knowledge of private markets, structured products, and options is a plus.
• Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date.

Culture & Benefits

• hirify.global offers a compensation package which includes salary and equity for all full-time employees.
• This role is eligible for commission.
• Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).