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2 часа назад

Investment Adviser (Fintech)

80 000 - 120 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Investment Adviser (Alternative Assets): Advising investors on blue-chip art and other real or digital assets as part of diversified portfolios, with an accent on portfolio reviews, investor relationships, and investment decision-making. Focus on analyzing financial markets and macroeconomics, managing advisory pipelines, and designing strategies to increase investor activity and business KPIs.

Location: New York, NY, United States; onsite

Salary: $80,000–$120,000 per year

Company

hirify.global Advisers is a registered investment adviser offering access to SEC-qualified shares in high-value artwork and other alternative investment products.

What you will do

  • Advise prospective and existing investors on blue-chip art and other real or digital assets within diversified portfolios.
  • Conduct portfolio reviews, present new artwork investment opportunities, and support investment decisions.
  • Build and maintain long-term investor relationships and re-engage inactive members.
  • Use CRM tools and dashboards to manage pipelines, track performance, and improve efficiency.
  • Design and test strategies to uncover growth opportunities and increase KPIs.
  • Collaborate with Product, Marketing, and FinOps on business objectives.

Requirements

  • Obtain Series 65 licensing within the first 90 days.
  • 3+ years of experience in investment advising, financial advising, or a similar client-facing role.
  • Confident and professional verbal and written communication with high-profile investors.
  • Strong interest in alternative assets, financial markets, and macroeconomics.
  • Excellent organizational, problem-solving, relationship-building, and time management skills.
  • Ability to thrive in a fast-paced, multitasking environment with a results-driven approach.

Nice to have

  • Experience with CRM tools such as HubSpot.
  • Interest in the business of art; prior art knowledge is not required.

Culture & Benefits

  • Daily catered lunches.
  • Health, dental, and vision coverage with FSA options.
  • Paid parental leave, PTO, and 401(k).
  • Free admission to art museums and galleries.
  • Happy hours and company outings.

Hiring process

  • Team placement between New Investor Onboarding and Existing Investor Growth is determined during the interview process.
  • Training is provided on the art market, art as an asset class, and hirify.global offerings.

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