Model Portfolio Specialist - Assistant Vice President / Vice President (Fintech)

TL;DR

Model Portfolio Specialist (Fintech): Managing alternatives-focused model portfolios and driving adoption among wealth advisors with an accent on portfolio construction and client engagement. Focus on developing roll-out plans, articulating investment rationales, and collaborating with internal sales and marketing teams to increase platform adoption.

Location: Hybrid: Monday-Thursday in office (Greenwich, CT or New York, NY), Friday remote

Salary: $155,000 – $175,000

Company

hirify.global is a fintech platform that provides wealth advisors and investors with access to institutional-quality alternative investments.

What you will do

• Manage the development and execution of roll-out plans for alternatives-focused model portfolios.
• Articulate model design, investment rationale, and use cases to clients and internal stakeholders.
• Partner with Private Wealth Solutions and National Accounts to align sales efforts with distribution strategies.
• Act as the primary resource for advisors regarding portfolio construction and implementation.
• Execute proactive advisor engagement strategies, including targeted outbound campaigns.
• Provide structured feedback from advisor interactions to inform future model launches and enhancements.

Requirements

• Must be based in or be able to work from Greenwich, CT or New York, NY.
• Bachelor’s degree in finance, economics, or a related field.
• 6-12 years of experience in financial services, specifically in portfolio management, investment analysis, or product roles.
• Strong knowledge of alternative investments and the utilization of model portfolios by wealth advisors.
• Analytical proficiency in evaluating investment data and financial modeling.
• Strong communication skills to articulate complex investment concepts to stakeholders.

Nice to have

• Progress toward or interest in advanced certifications such as the CFA.
• Experience with portfolio analytics tools used in wealth or asset management environments.

Culture & Benefits

• Compensation package including base salary, equity for all full-time employees, and an annual performance bonus.
• Comprehensive healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Employer-matched retirement plan.
• Unlimited paid time off (PTO) and parental leave.
• Flexible hybrid work arrangement with remote Fridays.