Advisor Consultant, Broker Dealer, Pac NW (Investment Management)

Location: Remote / Home Office - Washington; territory covers Washington, Oregon, and Alaska. Applicants must be authorized to work in the United States without current or future sponsorship.

Salary: $85,000–$100,000 per year, plus discretionary bonus and production compensation.

Company

hirify.global is an investment management firm offering mutual funds, separately managed accounts, ETFs, and alternative investment strategies.

What you will do

• Develop new relationships and manage existing relationships with financial advisors at wirehouses, regional broker-dealers, and independent firms.
• Lead the Pac NW territory, promoting investment products and growing assets across mutual funds, SMAs, ETFs, and alternative investments.
• Create and execute a territory business plan, conduct prospecting calls, qualify leads, and provide ongoing client service.
• Coordinate prospect meetings, final presentations, RFP activities, and other sales-support activities with client advisory specialists and analysts.
• Maintain expertise in capital markets, investment management, and marketplace developments.
• Maintain CRM activity records and collaborate with distribution, legal, compliance, and investment partners.

Requirements

• 10+ years of experience in the investment management industry; 5+ years of intermediary distribution experience preferred.
• Experience working with wirehouse, regional, and independent financial advisors.
• Proven record of meeting or exceeding predetermined objectives and managing a territory.
• Strong executive presence, active listening, client preparation, presentation, and communication skills.
• Undergraduate degree required.
• SIE and Series 7, 66 licenses, or SIE, Series 7, 63, 65 licenses required.

Nice to have

• Graduate degree.
• CIMA, CAIA, or CFA designation.

Culture & Benefits

• Remote home-office work arrangement.
• Paid time off and medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Additional total compensation may include discretionary bonus, production compensation, and retirement contributions.