Business Development Representative (Fintech)

Location: New York City, NY, USA

Base salary: $70,000–$95,000 USD per year

Company

hirify.global is a software platform for wealth management enterprises that helps financial advisors compare investments and create educational presentations for clients.

What you will do

• Develop and own advisor engagement plans for target wealth management firms in alignment with Strategic Account Executive account plans.
• Research target firms, identify relevant advisor groups, and build focused outreach lists.
• Execute outbound outreach through email, phone, LinkedIn, and other relevant channels.
• Convert outreach into advisor meetings, product demonstrations, roundtables, and workshops.
• Build relationships with advisors, identify potential champions, and equip them to advocate for the platform internally.
• Maintain CRM activity, strengthen account messaging with advisor insights, and share market feedback across Product, Marketing, Sales, and Customer Success.

Requirements

• Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.
• Practical understanding of advisor workflows and client conversations.
• Experience with proactive outbound outreach through email, phone, and LinkedIn.
• Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups.
• Strong commercial judgment, persistence, curiosity, communication, research, planning, and organizational skills.
• Ability to take ownership of an engagement plan and work effectively across multiple internal teams.

Nice to have

• Relevant Canadian or U.S. industry credentials, including CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.

Culture & Benefits

• Work in a team built on trust, respect, and collaboration.
• Compensation is aligned with market data and considers experience, skills, potential impact, and work location.
• Total rewards may include variable pay, equity, comprehensive benefits, and flexible time off.
• Dedicated opportunities for growth and professional development.