Senior Associate - Private Wealth Product Management

Location: New York, NY, United States; onsite, full-time

Salary: $90,000–$120,000 per year, plus discretionary bonus and retirement contributions.

Company

hirify.global provides investment products and private wealth services for private wealth clients.

What you will do

• Define and maintain product and program eligibility rules, offering restrictions, fee structures, and operational guardrails.
• Design operational and data specifications for investment advisory and other client-facing programs.
• Define program-level data requirements and ensure consistent data structure, labeling, storage, and reporting.
• Maintain parameter matrices, eligibility frameworks, decision logs, and program specifications.
• Support product launches by delivering complete specifications for downstream teams.
• Identify and resolve governance gaps, inconsistencies, and control risks across stakeholder groups.

Requirements

• 5+ years of experience in financial services, with exposure to investment products, wealth management, or investment advisory programs.
• Bachelor’s degree required; Series 7 and 66 are a plus.
• Strong knowledge of mutual funds, ETFs, separately managed accounts, and alternative investments; private funds and hedge fund structures are strongly preferred.
• Experience with investment advisory models, fee structures, regulatory frameworks, product eligibility, program governance, or operational rules.
• Ability to translate complex business and regulatory requirements into clear, actionable specifications, with exceptional attention to detail and communication skills.
• Must already have authorization and the right to work in the United States without current or future sponsorship.

Nice to have

• Experience in private wealth, family office, or high-net-worth client service environments.
• Familiarity with account data structures, reference data management, or product master systems.
• Background in investment advisory compliance, product governance, or operational risk.

Culture & Benefits

• Opportunity to work across Wealth Advisory, Client Service, Operations, Legal and Compliance, Data, and Technology functions.
• Benefits include paid time off, medical, dental and vision insurance, retirement, life insurance, and other benefits for eligible employees.
• Compensation includes base salary, potential discretionary bonus, and retirement contributions.