Alternatives Distribution, Outbound Specialist - Associate

Location: Greenwich, Connecticut, United States. Office-based Monday–Thursday with remote work available on Friday.

Base salary: $80,000–$90,000 per year, plus equity for full-time employees and an annual performance bonus.

Company

hirify.global provides an alternative investment platform for financial advisors and wealth management professionals.

What you will do

• Introduce financial advisors to the hirify.global platform, secure registrations, and nurture relationships through the first trade.
• Execute 75+ outbound calls per day using prioritized prospect lists segmented by assets under management, firm type, and alternative investment affinity.
• Conduct discovery calls and create detailed advisor profiles covering assets under management, client demographics, investment experience, product preferences, and compliance constraints.
• Deliver tailored platform introductions, address objections with an education-first approach, and adjust follow-up cadence to advisor readiness.
• Coordinate with product specialists on education, webinars, and content that support advisor conversion.
• Track funnel progress, maintain complete CRM records in real time, and escalate high-potential advisors to Senior Relationship Managers.

Requirements

• Bachelor’s degree in finance, business, economics, or a related field.
• 2–5 years of outbound sales, inside sales, or financial services experience.
• FINRA Series 7 and Series 63 licenses required, or obtainable within 90 days of hire.
• Strong verbal communication skills for engaging sophisticated financial professionals.
• Proficiency with CRM tools, preferably Salesforce, and commitment to rigorous data entry.
• Knowledge of alternative investments and experience supporting RIAs, wirehouses, or independent broker-dealers.

Nice to have

• Experience in wealth management or investment platforms.
• Experience with outbound sequencing tools such as Outreach.

Culture & Benefits

• Structured, metric-driven inside sales environment focused on high call volumes.
• Employer-matched retirement plan and subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.
• Flexible hybrid schedule with remote work on Fridays.