Product Specialist Envestnet

Location: Stamford, Boston, Saint Petersburg, or New York City, United States

Salary: $105,000–$145,000 per year, depending on location, plus bonus opportunity.

Company

hirify.global is a global asset, wealth management, and fintech firm; this role supports O’Shaughnessy Asset Management and its Canvas® custom indexing platform.

What you will do

• Drive Canvas® sales growth with firms using the Envestnet platform.
• Provide sales support to the Head of Envestnet Retail Sales and partner with hirify.global generalist sales teams.
• Educate internal sales teams, financial advisors, clients, and prospects on custom and direct indexing.
• Develop new advisor relationships and deepen existing client partnerships.
• Build marketing and education collateral for home-office and advisor-specific needs.
• Coordinate account onboarding and service requests with Client Service, Portfolio Management, Operations, Technology, and Relationship Management teams.

Requirements

• Approximately 3–5 years of experience in direct indexing sales, asset management, or investment management.
• Current Series 66 license or ability to obtain one.
• Experience with a turnkey asset management platform or program (TAMP).
• Basic understanding of equities, portfolio management, financial planning, and investment vehicles.
• Experience working with financial advisors, strong communication and presentation skills, and a client-service mindset.
• Ability to work independently, manage multiple tasks, solve problems promptly, and collaborate across teams.

Culture & Benefits

• Work within an autonomous asset management firm supported by global enterprise resources.
• Collaborate with international teams serving clients in more than 150 countries.
• Competitive total rewards package with base compensation and discretionary bonus opportunity.
• Benefits include a 401(k) plan, health insurance, and other employee perks.