Senior Associate, Global Client Group (Independent Advisor Group)

Location: Santa Monica, United States; hybrid work

Salary: $95,000–$140,000 per year, plus potential discretionary bonus

Company

hirify.global provides investment solutions and serves global clients through its distribution and advisor-focused business groups.

What you will do

• Support Regional Directors with business development and client services for independent financial advisors across the west coast.
• Explain investment principles, capital market research, and portfolio construction to financial advisors.
• Educate advisors on portfolio solutions and address practice management topics.
• Travel with Regional Directors and build relationships with key advisor clients.
• Develop and deliver complex educational investment presentations.
• Coordinate complex client-driven requests among a team of Associates.

Requirements

• Bachelor’s degree required; MBA and/or CFA strongly preferred.
• 5+ years of experience in financial services or the investment industry.
• Strong analytical, quantitative problem-solving, communication, and interpersonal skills.
• Ability to work independently and collaboratively while managing multiple projects and deadlines.
• Strong Excel and Access skills, with the ability to learn additional programs.
• SIE, Series 7, and Series 63/66 licenses must be obtained within the first 12 weeks of employment.

Culture & Benefits

• Hybrid work environment with travel alongside Regional Directors.
• Comprehensive benefits supporting employees and their families.
• Educational initiatives and career development programs.
• Discretionary bonus eligibility may apply.
• Immigration sponsorship is not available for this role.