Account Manager, Alternatives Investment Specialist (West Region)

Location: Newport Beach, California, United States. The role supports the West Region and requires willingness to travel up to 60%.

Salary: $205,000–$240,000 base salary per year, plus a discretionary bonus.

Company

hirify.global is an investment management firm specializing in active fixed income, credit, public markets, private markets, and alternative investment solutions.

What you will do

• Support a West Region territory aligned with Field Sales and Private Client Group coverage.
• Act as a subject matter expert on private equity, real assets, private credit, hedge funds, and other alternative investment structures.
• Educate financial advisors and present hirify.global’s alternative products, platforms, investment themes, and market strategies.
• Prospect and onboard alternative-capable advisor relationships while driving adoption and year-over-year net sales.
• Collaborate with product strategy, account management, sales strategy, marketing, legal, compliance, and operations teams.
• Represent hirify.global at conferences, roadshows, and client-facing events while monitoring competitive and market developments.

Requirements

• Bachelor’s degree required, preferably in Business, Finance, or Economics.
• At least 10 years of financial services experience in an alternatives-focused, client-facing role.
• Deep knowledge of alternative investments, private markets, fixed income, credit markets, advisor practices, and wealth management processes.
• Proven ability to present complex alternative investment strategies and build lasting relationships with RIAs, independent broker-dealers, and wirehouses.
• Series 7, Series 3, and Series 63 licenses required, or ability to obtain them within 90 days; a clean U-4 is required.
• Strong communication, presentation, collaboration, organizational, and problem-solving skills; willingness to travel up to 60%.

Nice to have

• CFA, CAIA, or MBA designation.
• Experience contributing to alternatives distribution infrastructure with an entrepreneurial mindset.

Culture & Benefits

• Total compensation includes a fixed base salary and discretionary performance-based bonus.
• High-performance, inclusive culture built around Collaboration, Openness, Responsibility, and Excellence.
• Emphasis on continuous learning, professional excellence, client service, and ethical conduct.
• Equal employment opportunity and reasonable accommodations are provided in accordance with applicable laws.