Business Development Specialist - DCIO/Workplace Retirement

Location: Remote, based in Colorado, Minnesota, or Wisconsin; applicants must be authorized to work in the U.S. without visa sponsorship

Salary: $90,000 base salary for Colorado-based candidates, plus potential cash incentive

Company

hirify.global is a privately owned global asset manager focused solely on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

• Generate new business and retain existing assets within a defined retirement plan territory.
• Develop and leverage relationships with retirement plan advisors, consultants, and centers of influence.
• Identify opportunities and conduct investment strategy meetings in person, online, and by phone using a consultative selling process.
• Collaborate with Regional Retirement Consultants, specialists, Wealth Management, Avantis Sales, and investment management teams.
• Communicate competitive advantages, address objections, and persuade clients and prospects about the firm’s investment solutions.
• Travel regionally and nationally as needed to meet client and business objectives.

Requirements

• At least 3 years of financial services experience, with a record of success in DCIO, retirement plan, or investment management sales.
• Series 7 and Series 63 securities licenses.
• Bachelor’s degree in a related field or an equivalent combination of education and experience.
• Strong writing, presentation, interpersonal, organizational, learning, and multitasking skills.
• Professional presence, initiative, resourcefulness, and ability to work collaboratively.
• U.S. work authorization without current or future visa sponsorship is required.

Nice to have

• Experience as a Senior Internal Wholesaler, Hybrid Wholesaler, or External Wholesaler.
• Experience in DCIO, workplace retirement, or investment management.
• Proficiency with Microsoft Office, Salesforce CRM, investment and third-party data, and LinkedIn.

Culture & Benefits

• Competitive compensation package with a bonus plan.
• Generous paid time off and competitive benefits.
• 401(k) with a 5% company match and an annual performance-based discretionary contribution.
• Tuition reimbursement, formal mentorship, and live and online learning opportunities.
• Collaborative, client-focused, curious, adaptable, and accountable working environment.