Account Executive (Fintech)

TL;DR

Account Executive (Fintech): Driving growth by showcasing the value of an AI-powered wealth management platform and educating potential members with an accent on B2C sales and trust-building. Focus on managing a high-velocity sales pipeline, delivering impactful product demos, and exceeding monthly revenue targets.

Location: On-site in New York City, McLean (VA), or Seattle. Relocation options can be discussed.

Company

hirify.global is building an AI-powered wealth management platform that integrates investments, taxes, retirement, and estate planning into a single user experience.

What you will do

• Host demo presentations for potential members to showcase platform value.
• Build and maintain strong, trust-based client relationships.
• Meet or exceed monthly sales targets.
• Manage and maintain a healthy sales pipeline and deal status.
• Develop a deep understanding of wealth management products and services.
• Stay updated on industry trends to better advise prospective members.

Requirements

• 5+ years of experience in a direct sales capacity.
• Proven experience selling SaaS products specifically to consumers (B2C).
• Previous experience in FinTech, WealthTech, or the Wealth Management industry.
• Excellent verbal and written communication skills.
• Bachelor’s degree or equivalent professional experience.
• Must follow an in-office schedule Monday through Friday in NYC, McLean, or Seattle.

Nice to have

• Professional designations such as SIE, Series 7, Series 65, Series 66, or CFP.

Culture & Benefits

• 100% employer-covered medical insurance for employees, plus dental and vision.
• 401(k) retirement savings program.
• Paid time off and comprehensive parental leave.
• Selected meals covered during the week and a monthly fitness stipend.
• Equity with early exercise eligibility and performance-based annual reviews.
• Boomerang Program: Ability to leave to start your own company and return within 6 months.