Senior Product Specialist (Canvas) – Midwest & Northwest

Location: Virtual role based in the United States, preferably in a major city within the Midwest or Northwest; 50–75% travel expected.

Salary: $160,000–$200,000 per year, plus discretionary bonus.

Company

hirify.global is a global asset manager, with O’Shaughnessy Asset Management providing research, money management, and custom indexing services through the Canvas platform.

What you will do

• Drive sales growth and raise assets within the Midwest and Northwest territory.
• Partner with the hirify.global generalist sales team to sell Canvas to wirehouse, independent, bank, and regional financial advisors.
• Serve as a subject matter expert on direct indexing and custom indexing.
• Demonstrate and explain advanced technological solutions to financial advisors.
• Deliver presentations, including main-stage presentations, and facilitate innovation.
• Collaborate with client service, portfolio management, operations, technology, and relationship management teams.

Requirements

• 10+ years of asset management distribution or specialist experience.
• 3+ years of direct indexing experience, including a deep understanding of the competitive landscape.
• Demonstrated success selling to financial advisors.
• Experience with separately managed accounts (SMAs).
• Excellent communication and presentation skills, with the ability to work independently and collaboratively.
• Ability to work from the United States and travel 50–75%.

Culture & Benefits

• Virtual work arrangement with exposure to global teams, clients, and business development across more than 150 countries.
• Competitive total rewards package supporting employee well-being.
• Discretionary bonus opportunity.
• 401(k) plan and health insurance.
• Additional monetary and non-monetary benefits based on location, skills, knowledge, and experience.