Alternative Investments Product Associate (Fintech)

TL;DR

Alternative Investments Product Associate (Fintech): Supporting advisors by providing product education and analytical expertise for third-party alternative investments with an accent on Private Equity, Private Credit, and Hedge Funds. Focus on enhancing educational resources, presenting product ranges at workshops, and optimizing client onboarding.

Location: Boston, Massachusetts

Salary: $137,800–$180,800

Company

hirify.global is a purpose-driven financial organization providing open architecture investment solutions for high-net-worth clients.

What you will do

• Act as the subject matter expert on approved alternatives, assisting advisors with education and implementation of subscription/redemption processes.
• Communicate complex investment capabilities for both private and registered vehicles to advisors and their clients.
• Develop and enhance educational resources to keep advisors updated on the suite of offerings and platforms.
• Present the Alternative products range to Financial Advisors through workshops and investment symposiums.
• Collaborate with internal Business Development and operations teams to ensure a smooth client onboarding experience.
• Monitor the alternatives landscape, including competitor updates and product trends.

Requirements

• Bachelor’s Degree.
• FINRA Series 7 certification (must be held at application or obtained within 90 days of hire).
• 5+ years of work experience in financial services (or 2+ years with an Advanced Degree in Alternatives).
• 2+ years of specific experience with Alternative Investments within financial institutions.
• 1+ years of experience presenting to or interacting with financial advisors.
• Must be located in or able to work from Boston, MA.

Nice to have

• In-depth knowledge of 1031/721 Exchange, Opportunity Zone Funds, Oil and Gas Partnerships, or Non-traded REITs.
• Experience collaborating with wholesalers and intermediaries.
• Experience with complex investment solutions designed for HNW clients.

Culture & Benefits

• Clear areas of ownership and accountability directly tied to company and customer outcomes.
• Collaborative environment where diverse perspectives are welcomed.
• Access to learning, development, and internal networks for continuous growth.
• Employee-led communities and forums fostering inclusion and connection.
• A culture grounded in integrity, responsibility, and stewardship.