Model Portfolio Specialist (Asset & Wealth Management)

Location: Chicago, IL, United States

Salary: $100,000–$230,000 base salary, plus potential discretionary bonus

Company

hirify.global Asset & Wealth Management provides investment and advisory services across traditional and alternative asset classes for institutional clients, financial advisors, and individuals.

What you will do

• Provide expertise on hirify.global model portfolios and sell whole-portfolio solutions to firms across independent, wire, and RIA channels.
• Identify and directly cover high-potential opportunities, focusing on financial advisor practice management and multi-asset portfolio construction.
• Present hirify.global Asset Management solutions through client meetings and in-person and digital events.
• Work with technology platform partners to guide advisors at the point of sale.
• Use data to target advisor opportunities and accelerate model portfolio growth.
• Use digital tools to maintain relationships and communicate investment thought leadership.

Requirements

• Bachelor’s degree required; CFP, CIMA, or CFA preferred.
• Practical knowledge of investment and portfolio construction topics.
• 5+ years of client-facing experience working with financial advisors and model portfolios.
• Excellent written and verbal communication skills.
• Ability to prioritize tasks, manage timelines, work independently, and perform in a fast-paced team environment.
• Familiarity with turnkey asset management platforms and the model portfolio industry, with strong organization and attention to detail.

Culture & Benefits

• Work within a global, multi-product investment management platform.
• Collaborate with colleagues across asset classes and regions.
• Access to competitive benefits and wellness offerings for eligible US employees.
• Potential eligibility for a discretionary bonus based on active employment at fiscal year-end.