Client Portfolio Analyst (Finance)

TL;DR

Client Portfolio Analyst (Finance): Supporting wealth management operations by creating efficiencies and scale in portfolio management with an accent on client onboarding and relationship maintenance. Focus on monitoring investment portfolios and aligning them with market conditions and client objectives.

Location: Must be based in Springfield, Massachusetts or Boston, Massachusetts

Salary: $82,000–$107,600

Company

hirify.global is a purpose-driven organization focused on long-term impact in wealth and investment management.

What you will do

• Create efficiencies and scale for an organization with significant growth potential.
• Partner with advisors and staff to ensure a seamless client onboarding process and maintain strong relationships.
• Monitor client investment portfolios to ensure alignment with investor objectives, market conditions, and outlook.
• Research client investment management needs and collaborate with the broader investment organization to develop solutions.
• Stay updated on MMLIS product offerings, relevant investment and trading news, and economic trends.

Requirements

• Bachelor’s degree.
• 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.
• Series 7 & 66 certifications (must have at time of application or obtain within 180 days of hire).

Nice to have

• Wealth management or client portfolio management experience.
• CFA or other industry designations.
• Exceptional analytical, problem solving, and communication skills.

Culture & Benefits

• Clear areas of ownership and accountability connected 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 that foster connection and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.