Associate Relationship Manager | Internal Wholesaler (Financial Services)

Location: Philadelphia, Pennsylvania, United States; hybrid workstyle

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term approach.

What you will do

• Manage an assigned territory to achieve sales and revenue goals.
• Conduct consultative, relationship-building sales calls with Financial Advisors.
• Develop and execute sales strategies with internal and external sales teams.
• Explain investment solutions and discuss domestic and international financial markets.
• Identify advisor needs, advance relationships, and introduce new investment concepts.
• Analyze sales trends, maintain CRM data, coordinate scheduling, and support regulatory compliance.

Requirements

• 1–3 years of general work experience.
• Strong consultative sales, communication, interpersonal, organizational, and relationship-management skills.
• Understanding of financial and capital markets, mutual funds, ETFs, retirement plans, separately managed accounts, hedge strategies, and other investment vehicles.
• Ability to manage complex situations, learn new technologies, and work across departments.
• Bachelor’s degree in Finance preferred.
• Securities Industry Essentials Exam (SIE) certification required; Series 7 preferred.

Culture & Benefits

• Hybrid workstyle with a people-first and inclusive culture.
• Medical, dental, and vision benefits may be available.
• Life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional growth and collaboration are encouraged through the firm’s guiding behaviors: Develop, Collaborate, Decide, Deliver, and Improve.