Structured Investments Distribution - Analyst (Fintech)

TL;DR

Structured Investments Distribution Analyst (Fintech): Focusing on sales support, conducting calls to set appointments, and analyzing sales trends within broker-dealer firms. Focus on learning hirify.global products, financial markets, and portfolio strategies to effectively partner with the distribution team.

Location: Must work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Salary: $55,000 to $60,000 + Commission

Company

hirify.global is a company focused on transforming how alternative investments are bought and sold through technology and services.

What you will do

• Conduct calls to set appointments for licensed sales professionals.
• Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
• Assist senior sales professionals within assigned territory.
• Effectively partner with the external wholesaler and the regional distribution team.
• 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.
• Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date.

Culture & Benefits

• Compensation package includes salary and equity for all full-time employees.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.