Senior Associate, Institutional Client Advisor

Location: Hybrid role based in the Austin or Dallas metropolitan area, Texas; expected to be in the office when not traveling.

Salary: $110,000–$130,000 per year, plus discretionary bonus and benefits.

Company

hirify.global is an investment management firm providing investment capabilities and strategies to institutional clients.

What you will do

• Partner with the Managing Director, Client Advisor, on business development across a large South-Central U.S. market territory.
• Own the full institutional sales process from territory research and outreach through closing.
• Research news, databases, and public meeting minutes to identify relevant organizations, contacts, timing, and content.
• Build and deepen relationships with institutional contacts through conferences, in-person meetings, and virtual engagement.
• Develop strong relationships with internal investment teams and communicate investment strategies clearly in writing and verbally.
• Identify pipeline opportunities, support RFPs and targeted campaigns, and progress opportunities through final sale.

Requirements

• 5–7 years of direct institutional sales experience on the buy-side and/or sell-side.
• Experience with financial markets, complex clients, portfolio construction, and the role of multiple asset classes in portfolios.
• Bachelor’s degree required; a strong academic record is preferred.
• Strong analytical, problem-solving, organizational, follow-up, written, and oral communication skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, OneNote, and eVestment.
• Series 7 and 66 licenses required; must be authorized to work in the United States without current or future sponsorship.

Nice to have

• Experience covering real-money clients, including pensions, endowments and foundations, or single-family offices.
• Knowledge of multiple asset classes and interest in expanding investment-strategy expertise.
• Experience working across multiple systems and projects in a high-pressure environment.

Culture & Benefits

• Collaborative work with Managing Directors, internal investment teams, and contacts across the business.
• Paid time off and medical, dental, and vision insurance for eligible employees.
• Retirement and life insurance benefits for eligible employees.
• Eligibility for a discretionary bonus and comprehensive total compensation package.