Assistant Vice President - Structured Investment Distribution (Fintech)

TL;DR

Assistant Vice President - Structured Investment Distribution (Fintech): Overseeing the wholesaling of structured investment products to registered representatives in the Western U.S. region with an accent on consultative sales and relationship expansion. Focus on educating advisors, analyzing sales trends, and onboarding new clients to the hirify.global network.

Location: Hybrid (United States). Must work in the office Monday-Thursday.

Salary: $70,000 – $80,000 plus annual commission plan

Company

hirify.global is a leading fintech platform providing access to alternative investments for wealth management.

What you will do

• Acquire and expand client relationships using a consultative sales process.
• Educate financial advisors on the merits of structured investments as part of client portfolios.
• Analyze regional and product sales trends within broker-dealer firms and among individual Financial Advisors.
• Collaborate with home offices and issuer partners on new investment offerings.
• Onboard new clients to the hirify.global network to support business growth.
• Travel regularly in market to meet with advisors and clients to support existing and new business.

Requirements

• 4-7+ years of experience in the investment industry in a client-facing capacity.
• Series 7 and 63 licenses are required.
• Ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.
• Experience selling and supporting structured investments or Defined Outcome offerings.
• Must be based in the United States.
• Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred.

Culture & Benefits

• Comprehensive compensation package including salary and equity for all full-time employees.
• Employer-matched retirement plan.
• Subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Unlimited paid time off (PTO).
• Parental leave.
• Hybrid work schedule: in-office Monday-Thursday with flexibility on Fridays.