Senior Strategic Relationship Manager (Investment Products)

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

Salary: $158,010–$268,640 USD per year base pay, plus a discretionary bonus program that may include equity.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Sell ETF, mutual fund, separately managed account, alternative investment, and multi-asset-class products and services to suitable prospects.
• Identify and prioritize prospects through market research, client-needs analysis, and business planning.
• Serve as the technical expert and lead for major national accounts, including competitive and marketplace analysis.
• Develop customized sales presentations and negotiate fee proposals with large, complex clients.
• Build and optimize strategic relationships with advisors, home-office personnel, and other centers of influence.
• Coordinate with sales, product, investment, custody, and operations teams to deliver integrated client solutions.

Requirements

• 10+ years of investment sales experience, including an extensive network of registered investment advisor contacts.
• Bachelor’s degree or relevant proven work experience.
• NASD Series 7 and Series 66 licenses, or Series 63 and 65, are required.
• Strong knowledge of investment management products, including fixed income, active and passive equities, cash, alternatives, securities, and international products.
• Knowledge of custodians, wirehouses, independent and regional broker/dealers, registered investment advisors, and other distribution channels.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• CFA qualification.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal mobility and professional growth.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending-account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with community and philanthropic engagement.