Associate, Global Client Group (Fintech)

TL;DR

Associate, Global Client Group (Fintech): Supporting Regional Directors in managing relationships with fee-only financial advisors by providing portfolio analysis and investment solutions with an accent on capital market research and client service. Focus on developing complex portfolio analyses, delivering educational webinars, and maintaining high-quality service for RIA clients across the east coast.

Location: Must be based in or able to commute to Charlotte, NC (Hybrid role)

Company

hirify.global is a global investment firm dedicated to transforming the way the world invests through research-based solutions and a client-first approach.

What you will do

• Develop and construct complex portfolio analyses for current and prospective advisor clients.
• Identify and communicate key findings from portfolio analyses to financial advisors.
• Deliver educational investment-related webinars to advisor clients.
• Manage the financial advisor hotline to provide solutions to ad hoc investment questions.
• Assist in the development of investment-related marketing materials and charts.
• Build a deep understanding of advisor business practices and capital market research.

Requirements

• Bachelor's degree with a strong academic record.
• 2-4 years of experience in the Financial Services Industry.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication skills.
• Must obtain SIE, Series 7, and Series 63/66 licenses within the first 12 weeks of hire.
• Proficiency in Excel and Access.

Nice to have

• Intention to pursue advanced investment-related education such as MBA, CFA, or CFP.

Culture & Benefits

• Comprehensive health and wellness benefits for employees and families.
• Support for educational initiatives and professional development.
• Collaborative team environment with opportunities for independent work.
• Commitment to equal opportunity and inclusive workplace culture.