Account Executive (Fintech)

Location: On-site in San Francisco or New York City, United States

Salary: $175K–$200K annually, plus equity

Company

hirify.global builds tax-aware investment tools that help investors retain more of their earnings and has over $1B in customer assets.

What you will do

• Manage the full sales pipeline from initial contact through closed accounts.
• Host 4–8 product demonstrations per day and conduct effective follow-ups.
• Perform portfolio analyses to show prospects the financial impact of direct indexing.
• Track performance metrics, improve sales processes, and support growth-team efficiency.
• Collaborate with Customer Success and Brokerage Operations on funnel continuity, upselling, retention, and product feedback.

Requirements

• 3+ years of experience in a full-cycle closing role with a record of exceeding targets.
• At least 1 year of experience selling a high-consideration product directly to consumers.
• Strong emotional intelligence and the ability to build trust and credibility quickly.
• Ability to work autonomously and improve efficiency and customer experience.
• Genuine interest in fintech, investing, and tax-efficient wealth strategies.

Nice to have

• Series 65, Series 66, or a similar designation.
• Experience at an early-stage direct-to-consumer startup.

Culture & Benefits

• Competitive on-target earnings with opportunities for overperformance.
• Equity package.
• Fully paid health and dental insurance.
• 401(k) plan.
• Monthly fitness and mental-health allowance.
• Flexible paid time off and catered office lunches.