Client Portfolio Manager (Fintech)

TL;DR

Client Portfolio Manager (Fintech): Acting as the primary interface between client-facing teams and the investment team to represent Custom Equity SMA strategies with an accent on quantitative investment processes and capital markets expertise. Focus on driving client engagement, managing new business opportunities, and articulating complex investment rationales to institutional and retail clients.

Location: Must be based in New York, NY; role requires four days per week in the office.

Salary: $150,000–$180,000/year.

Company

hirify.global is a leading independent global investment firm dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Represent investment strategies to wealth management advisors, gatekeepers, and institutional clients.
• Manage new business opportunities by participating in RFP/RFI processes and advisor pitches.
• Service existing clients through meetings, conference calls, and investment committee presentations.
• Collaborate with marketing and product teams to develop advisor-facing content and research.
• Monitor industry trends and competitive landscapes to shape product strategy.
• Support distribution teams with training and large-scale conference presentations.

Requirements

• Undergraduate degree in business or a related discipline.
• 5-8 years of investment-related client-facing experience.
• Series 7 and 63 or 66 licenses required.
• Proven success building relationships with wealth management advisors and due diligence teams.
• Strong understanding of quantitative investment processes and financial markets.
• Ability to travel regularly for client meetings and industry conferences.

Nice to have

• MBA or CFA designation.
• Experience working with wirehouses, RIAs, and independent advisory firms.

Culture & Benefits

• Comprehensive health and wellbeing benefits.
• 401(k) matching up to 6% with supplemental contributions.
• Flexible paid time off and parental leave.
• Employee stock purchase plan.
• Collaborative office-based environment focused on professional growth.