Senior Client Portfolio Manager

Location: Onsite in New York City, at the SoHo office

Salary: $180,000–$200,000 per year, plus equity

Company

hirify.global is an AI-powered fintech platform that enables financial advisors to build, manage, automate, and explain personalized investment portfolios.

What you will do

• Represent the investment team in advisor and client conversations, explaining investment philosophy, portfolio construction, and platform capabilities.
• Partner with financial advisors to understand client objectives, constraints, preferences, and investment needs.
• Analyze portfolios for risk, attribution, tax efficiency, and performance alignment.
• Build and deliver customized portfolio proposals using hirify.global’s platform.
• Create investment proposals, presentations, commentary, and thought leadership content.
• Work with Product and Engineering to turn advisor feedback into scalable solutions and share market insights with investment leadership.

Requirements

• 5+ years of experience in wealth or investment management, ideally in asset allocation, portfolio construction, attribution, or security selection.
• Strong knowledge of direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios.
• Proven experience working with financial advisors and understanding their models, priorities, and pain points.
• Advanced proficiency in Python and SQL for data-driven investment analysis.
• Experience developing custom investment proposals, with familiarity with CRM systems, portfolio management tools, and Bloomberg.
• Undergraduate degree required; strong communication skills and deep knowledge of financial markets.

Nice to have

• Experience working cross-functionally with Engineering or Product.
• CFA Institute Charterholder status.
• Authored white papers or investment commentary.
• Led investment research or portfolio solutions from concept to launch.

Culture & Benefits

• High-impact role on a small, collaborative team in a hyper-growth fintech startup.
• Competitive salary, equity package, and comprehensive employee benefits.
• Unlimited PTO, medical insurance, and a 401(k) plan with generous matching.
• Self-directed brokerage account option and access to investment management and financial advice.
• Paid lunches at the New York office and career growth opportunities.
• Occasional evening or weekend work may be required to support client needs or strategic deadlines.