Sales Engineer (Fintech)

Location: Los Angeles, CA, United States; travel estimated at 10–25% during pre- and post-sales activities.

Salary: $96,000–$141,000 USD per year

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, affordability, and quality of financial advice.

What you will do

• Support high-value registered investment advisor opportunities throughout the sales cycle through discovery, consultative solution design, customized demos, and technical presentations.
• Map current-state custodial and technology workflows and design target-state architectures centered on hirify.global and third-party systems.
• Lead or support implementations, integrations, data mapping, workflow design, user acceptance testing, migration planning, and rollout activities.
• Develop platform expertise across account opening, ACAT transfers, trading, rebalancing, billing, reporting, digital onboarding, and advisor/client experiences.
• Deliver training, workshops, coaching, playbooks, process maps, checklists, and other enablement materials for advisor and operations teams.
• Share advisor feedback with Product, Operations, Data, Compliance, and Sales to improve integrations, product strategy, processes, and adoption.

Requirements

• 3+ years of experience in RIA or wealth management, custodial services, or advisor-focused fintech, with direct exposure to advisor technology and operations.
• Experience in technology consulting, implementation, sales engineering, or solutions consulting.
• Strong understanding of account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and digital client experiences.
• FINRA Series 7 and Series 63 licenses, or the ability to obtain them within 90 days.
• Technical fluency with complex platforms, data flows, integrations, APIs, and vendor ecosystems, plus strong consultative problem-solving, project management, communication, and collaboration skills.
• Ability to work cross-functionally with Sales, Relationship Management, Product, Operations, and Compliance.

Nice to have

• Experience with a custodial platform, TAMP, or advisor-focused fintech provider.
• Experience designing or implementing integrated stacks involving CRM, portfolio accounting, planning, and digital onboarding tools.
• CFP®, CPA, CIMA®, PMP, or relevant technology and operations credentials.

Culture & Benefits

• Values include kindness, brilliance, ownership, growth mindset, resilience, and constructive collaboration.
• Office spaces are available in Culver City, San Francisco, and Dallas.
• Healthcare, dental, and vision insurance plans, plus a 401(k) with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional development, an employee mobility program, and an annual learning and development budget.
• One month of work-from-anywhere leave is available, except for a few countries.