Account Manager, Financial Institutions Group (Insurance)

Location: Newport Beach, California, USA

Salary: $180,000–$240,000 base salary, plus discretionary bonus

Company

hirify.global is an active fixed-income investment manager serving clients across public and private markets.

What you will do

• Source and develop new business across U.S. life, property and casualty, health, and reinsurance companies.
• Build senior relationships with CIOs, portfolio managers, and treasury leaders.
• Lead sales processes by coordinating internal resources to create bespoke investment solutions.
• Manage prospect activity and pipelines through client onboarding and mandate closing.
• Partner with insurance solutions specialists on ALM, capital, liquidity, and regulatory requirements.
• Represent hirify.global at industry events and collaborate on client coverage, pitches, RFPs, and RFIs.

Requirements

• At least five years of experience in investment banking, capital markets, insurance investment management, actuarial consulting, or insurance balance-sheet strategy.
• Four-year college degree in business, finance, accounting, economics, mathematics, computer science, engineering, or a related field.
• Proven experience originating and developing senior institutional relationships, preferably with insurers.
• Ability to understand insurance dynamics, including regulatory capital, accounting, ALM, portfolio construction, and investment vehicle structures.
• Strong public speaking, presentation, communication, commercial, and prospecting skills.
• Willingness to travel for client meetings, industry events, and conferences; FINRA licenses 3, 7, and 63 or willingness to obtain them.

Nice to have

• MBA or master’s degree in global finance, financial engineering, data analytics, or a related discipline.
• CFA, CAIA, CPA, FSA, FRM, or another advanced certification.

Culture & Benefits

• High-performance, inclusive culture built around collaboration, openness, responsibility, and excellence.
• Medical, dental, and vision coverage from the first day of employment.
• 401(k) savings and retirement plan.
• Flexible work arrangements, parental leave and support, and employee assistance programs.
• Educational and CFA certification reimbursement programs.
• Community involvement opportunities through The hirify.global Foundation.