Director Of Investments (Fintech)

TL;DR

Director of Investments (Fintech): Developing and delivering investment solutions for institutional clients, including pension funds and defined-contribution plans, with an accent on market analysis, portfolio evaluation, and client reporting. Focus on managing investment manager searches, asset allocation studies, and providing strategic insights to support business growth within the retirement and wealth practice.

Location: Must be based in North America (US); role requires working in the office four days per week during core hours (8:30 AM – 5:00 PM EST).

Salary: $117,300 – $218,500

Company

hirify.global Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions to organizations and individuals.

What you will do

• Analyze investment data and formulate recommendations for institutional clients.
• Present quarterly reports and market insights to internal and external audiences.
• Monitor developments at investment management firms and notify clients of critical issues.
• Lead investment manager searches, mutual fund selection, and asset allocation studies.
• Collaborate with sales and service teams to retain existing clients and secure new business.
• Organize and validate complex data sets using Excel and database software.

Requirements

• 5-7 years of industry experience with a Bachelor’s degree.
• FINRA Series 65 or 66 licensure required within 120 days of hire.
• Strong technical expertise in retirement plan design and administration.
• Advanced writing and presentation skills for group environments.
• Ability to work in a hybrid capacity with 4 days per week in the office.
• Strong proficiency in MS Office, specifically Excel and PowerPoint.

Nice to have

• Direct consulting experience.
• Certified Financial Analyst (CFA) or similar designation.

Culture & Benefits

• Competitive total rewards package including health and welfare benefits.
• 401K savings and retirement programs.
• Tuition reimbursement and professional development opportunities.
• Generous time off policy including personal and volunteering days.
• Stock purchase opportunities.