Client Delivery Specialist - Assistant Vice President

Location: Stamford, Connecticut, United States; office attendance Monday–Thursday with remote work available on Friday

Salary: $90,000–$120,000 base salary per year, plus equity and an annual performance bonus

Company

hirify.global provides wealth management technology and data solutions for financial advisors, family offices, and related investment organizations.

What you will do

• Manage complex client relationships and support onboarding, account setup, training, and day-to-day issue management.
• Analyze portfolio performance and conduct account-level reconciliations, including researching and resolving breaks, cancels, and corrections.
• Review private equity and hedge fund statements for system input and resolve data issues with clients and partners.
• Configure systems, financial accounts, assets, classifications, and data feeds for new and existing clients.
• Create custom client reports and coordinate with vendor partners on enhancements and system or data issues.
• Develop and adopt policies, procedures, and controls that improve operational effectiveness and ensure timely project delivery.

Requirements

• 7+ years of experience in a related field and a bachelor's degree from a rigorous undergraduate program.
• Strong customer relationship skills, financial instrument knowledge, and experience with RIA or wealth management policies, procedures, and client service.
• Experience working with wirehouses or custodians such as Pershing, Schwab, or Fidelity.
• Experience with wealth management platforms such as Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, or Masttro, or similar tools.
• Knowledge of financial products, performance reporting, portfolio management, rebalancing, and family office or investment advisory operations.
• Strong Excel and PowerPoint skills, basic database and programming knowledge, and the ability to learn software quickly.

Nice to have

• Experience with planning tools such as eMoney or MoneyGuidePro.
• Working knowledge of Photoshop, HTML design, or similar tools.

Culture & Benefits

• Collaborative environment combining finance, technology, and client delivery.
• Equity for full-time employees and an annual performance bonus.
• Employer-matched retirement plan and subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.