Account Associate, Internal Sales (Financial Services)

Location: Austin, TX, United States

Salary: $94,000–$102,000 per year, plus discretionary bonus

Company

hirify.global is an investment management firm specializing in active fixed income and public and private market solutions.

What you will do

• Support a field-based Account Manager in developing and maintaining relationships with financial advisors across wirehouses, regional banks, and independent broker/dealers.
• Conduct market research and provide insights on financial markets, economic conditions, asset allocation, client data, products, and investment ideas.
• Assist with client engagement through phone, email, screen-sharing, in-person meetings, territory travel, conferences, and organized client events.
• Help manage territory activities and contribute to business plans aligned with sales objectives.
• Share feedback on product demand, sales trends, and client satisfaction with the Account Manager and management.
• Use data, automation, and AI-enabled tools to improve reporting, meeting preparation, data aggregation, and workflow scalability.

Requirements

• Bachelor’s degree.
• FINRA Series 7 and 63 licenses, or the ability to obtain them within three months of starting.
• 2–3 years of professional experience, preferably in financial services, investment management, sales, or a client-facing role.
• Strong written, verbal, interpersonal, organizational, and project management skills.
• Commitment to client service, relationship development, ethical conduct, and professional excellence.
• Interest in financial markets, data analysis, automation tools, and AI-assisted workflows.

Culture & Benefits

• High-performance and inclusive culture built around Collaboration, Openness, Responsibility, and Excellence.
• Professional development, mentoring, training, and educational opportunities are supported.
• Potential career paths include account management, strategic accounts, and other client-facing distribution roles.
• Support is available for professional designations including CFA, CIMA, and CAIA.
• Compensation includes base salary and a discretionary performance-based bonus.