Consultant, Fintech Platforms

Location: Columbus, Ohio, One hirify.global Plaza; the role is intended for Columbus but may be performed remotely in exceptional cases, and may be filled within any of the lower 48 U.S. states. This position does not qualify for employer-sponsored work authorization.

Salary: $97,000–$180,000 annually; expected starting salary: $97,000–$145,000 annually.

Company

hirify.global is a Fortune 100 financial services and insurance company focused on helping individuals and businesses prepare for and protect their future.

What you will do

• Manage and improve partnerships with focused financial technology platform partners to support annuity distribution and sales opportunities.
• Build partner overviews, educational materials, and partner-specific training for advisors and sales teams.
• Maintain and improve the internal FinTech database of partner capabilities and platform information.
• Support the onboarding, implementation, and ongoing development of fintech partner relationships.
• Collaborate with internal teams and external partners on business plans, training, education, and presentations.
• Build reporting and manage expectations in alignment with the FinTech Platform Strategy.

Requirements

• Five years of sales or business development experience, preferably in insurance or financial services.
• Solid understanding of the RIA ecosystem, advisor business models, distribution practices, and financial services products.
• Knowledge of advisor technologies and workflows, including CRM, financial planning, portfolio reporting, proposal generation, fee billing, document workflows, data feeds, and platform integrations.
• Strong communication, presentation, relationship-building, leadership, analytical, and problem-solving skills.
• FINRA Series 6/7, Series 63/66, and life and health insurance licenses or certifications required.
• Undergraduate degree in business administration or a related field preferred.

Nice to have

• CFP, CLU, or ChFC designation.
• Experience with emerging technologies and trends in wealth management, advisory, and fintech marketplaces.

Culture & Benefits

• Full-time exempt position in a normal office environment.
• Medical, dental, vision, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace committed to diversity and equal employment opportunity.