Global Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Associate - New York

Location: New York, NY, United States

Salary: USD 80,000–135,000 per year, plus potential discretionary bonus

Company

hirify.global is a global financial services firm with a Global Banking & Markets division and a managed accounts custody platform.

What you will do

• Onboard SMA managers and TAMPs by coordinating due diligence, contracting, model delivery setup, operational readiness, and go-live.
• Manage day-to-day relationships with SMA managers and TAMP partners, including business reviews and KPI reporting.
• Support investment advisors and prospects with platform overviews, manager deep-dives, sales presentations, training materials, and escalated questions.
• Contribute to the SMA/UMA product roadmap, including new managers, strategies, capabilities, fee structures, and platform enhancements.
• Partner with Technology and Operations on requirements gathering, testing, rollout, issue triage, root-cause resolution, and process improvements.
• Maintain platform documentation, procedures, and controls while supporting audit, risk, and regulatory reviews.

Requirements

• 3–6 years of relevant experience in asset management and/or RIA custody.
• Experience with SMAs, UMAs, model delivery, or managed account platforms at an asset manager, TAMP, broker-dealer, RIA, or custodian.
• Clear and credible communication skills for working with advisors, clients, and external partners.
• Strong organization skills for managing concurrent workstreams, deadlines, and stakeholders.
• Ability to collaborate across operations, trading, technology, legal, and sales without direct authority.
• Ownership of projects and unresolved needs through completion with limited oversight.

Culture & Benefits

• Competitive benefits and wellness offerings are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Potential eligibility for a discretionary bonus for active employees at fiscal year-end.