Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO)

Location: Colorado Springs, Colorado, with an opportunity also available in Baltimore, Maryland; hybrid work with up to one day per week from home.

Base salary: $85,500–$146,000 annually, depending on location, experience, and skills. Discretionary bonus eligibility may apply.

Company

hirify.global is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Build, manage, and deepen relationships with financial advisors.
• Collaborate with external sales partners to identify high-potential advisors and optimize territory coverage.
• Prospect for new business and sell investment solutions through a consultative, solutions-oriented process.
• Use internal and third-party data to prioritize opportunities, document sales measurements, and execute territory plans.
• Coordinate advisor meetings, post-meeting follow-up, conferences, and occasional joint travel.
• Maintain Salesforce CRM data and propose process improvements that increase sales efficiency.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 3+ years of relevant experience in financial services, sales, or relationship management.
• FINRA Series 7 and Series 66 licenses, or the ability to obtain them within three months of hire.
• Strong consultative sales, client service, relationship-building, communication, and presentation skills.
• High attention to detail and proficiency with CRM systems, preferably Salesforce.

Nice to have

• Demonstrated success using a consultative sales process.
• Ability to adapt to a fast-paced, evolving environment.
• Interest in economic and market trends.

Culture & Benefits

• Collaborative and inclusive work environment.
• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility and retirement plan.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.

Hiring process

• Complete eligibility questions by email and text message; estimated time is 3–5 minutes.
• If eligible, record introductory video responses through HireVue; estimated time is 20–30 minutes.