Specialist, Institutional Investment (National Platforms)

Location: Columbus, Ohio; must reside within 35 miles of One hirify.global Plaza. Hybrid schedule with 3 days in the office and 2 days remote.

Salary: $71,000–$133,000 annually; expected starting range $71,000–$107,000.

Company

hirify.global is a Fortune 100 financial services company providing insurance, investment management, and financial protection solutions.

What you will do

• Support institutional sales for mutual funds and exchange-traded funds across an assigned territory.
• Build and maintain relationships with current and prospective clients, relationship managers, and internal stakeholders.
• Conduct investment and competitive analysis and provide quarterly and ad hoc product updates.
• Generate leads, schedule and support virtual and in-person client meetings, and analyze lead management results.
• Contribute to territory business plans, remote market strategy, marketing solutions, and assigned sales projects.
• Serve as a technical consultant for Sales, Product Development, and other internal and external stakeholders.

Requirements

• Three years of related experience in product administration and sales, customer service, sales consulting, relationship management, project management, communication, or marketing.
• Understanding of investment products, particularly mutual funds and ETFs, together with investment acumen, sales, and product management skills.
• FINRA Series 6 must be held at the time of hire; FINRA Series 7 and 63 are required and must be obtained within 120 days of hire.
• Undergraduate studies in business administration or a related field are preferred.
• This role does not qualify for employer-sponsored work authorization, and hirify.global does not participate in the STEM OPT Extension program.

Nice to have

• CFA, CAIA, or CIMA certification, progress toward certification, or an interest in obtaining one.
• Technical coursework in business or investments.

Culture & Benefits

• Full-time exempt position in a normal office environment.
• Quarterly travel within the assigned territory for client updates.
• Medical, dental, and vision insurance, life insurance, disability coverage, and paid time off.
• 401(k) with company match, company-paid pension plan, and paid holidays.
• Inclusive workplace focused on respect, diversity, and equal opportunity.