Senior Client Associate (Wealth Management)

Location: Remote - US

Compensation: On-target earnings of $65,000–$75,000 per year, plus equity and bonus opportunities.

Company

hirify.global is a registered investment advisor building an AI-native technology platform and operational infrastructure for independent financial advisors.

What you will do

• Provide day-to-day operational and administrative support to multiple wealth managers and their clients.
• Own the timely execution of client tasks, requests, inquiries, account creation, and transfers.
• Support prospecting, closing, and onboarding processes, including meeting preparation and documentation collection.
• Execute investment transactions and assist with account billing and performance reporting.
• Maintain client data in Salesforce and other systems while protecting confidential financial information.
• Improve internal procedures and collaborate with Product, Operations, advisors, and external professional partners.

Requirements

• At least 2 years of experience in a similar role at a registered investment advisory firm or broker-dealer, including direct interaction with clients and advisors.
• Excellent interpersonal, communication, problem-solving, and organizational skills.
• Strong technical skills with Google Suite, Word, Excel, PowerPoint, and equivalent Microsoft Office applications.
• Ability to prioritize multiple tasks, learn new technologies quickly, and take ownership in a fast-paced environment.
• Ability to work remotely from the United States.

Nice to have

• Series 7 and 66 or Series 65 licenses.
• BA/BS degree in finance, economics, or a related field.
• CFP, CPA, CFA, or another advanced degree or professional designation.
• Experience with Salesforce and custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services.

Culture & Benefits

• Equity package and bonus opportunity.
• Unlimited paid time off and paid company holidays.
• Medical, dental, and vision plans, plus 401(k), commuter, and HSA/FSA plans.
• Virtual mental health care, health concierge services, and employee assistance counseling.
• New York City office with lunch and snacks provided.