Senior Associate, Global Client Group (Finance)

TL;DR

Senior Associate, Global Client Group (Finance): Managing business development and client services for fee-only financial advisors across the West Coast with an accent on articulating complex investment principles and capital market research. Focus on educating advisors on portfolio construction, delivering investment presentations, and fostering long-term business relationships.

Location: Hybrid in Santa Monica, USA. Not eligible for immigration sponsorship.

Salary: $95,000 - $140,000

Company

hirify.global is a global investment firm focused on transforming the way the world invests by putting clients first.

What you will do

• Articulate complex investment principles and capital market research to financial advisors.
• Educate advisors on the construction and functionality of portfolio solutions.
• Collaborate with Regional Directors on business development and relationship management across the West Coast.
• Develop and deliver educational investment presentations to financial advisor clients.
• Coordinate complex client-driven requests within a team of Associates.
• Analyze the advisor industry and related business practices to add value to client relationships.

Requirements

• Bachelor's degree required (MBA or CFA strongly preferred).
• 5+ years of experience in the Financial Services or Investment industry.
• Must obtain SIE, Series 7, and Series 63/66 licenses within 12 weeks of hire as a condition of employment.
• Strong quantitative problem-solving and analytical skills.
• Excellent verbal and written communication and interpersonal skills.
• Proficiency in Excel and Access.

Culture & Benefits

• Comprehensive benefits package to support employees and their families.
• Educational initiatives and professional development opportunities.
• Hybrid work model for better flexibility.
• Collaborative and supportive team environment.