Associate Regional Investment Consultant (Finance)

Location: Full-time remote work eligible for U.S.-based remote workers; opportunity associated with Baltimore, Maryland and territories in Virginia, North Carolina, and South Carolina.

Base salary: $144,000–$261,000 annually, depending on location, experience, and skills. Additional discretionary bonus may be available.

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

• Develop sales and client relationship management strategies for complex regional advisor accounts.
• Create and execute lead-generation plans to build new revenue pipelines and develop prospects.
• Manage high-visibility client relationships, resolving issues, mitigating risk, and ensuring operational and contractual compliance.
• Advise clients on investment products and services, coordinate opportunities across business units, and drive account growth.
• Research capital markets, regulatory developments, industry trends, competitors, and client business environments.
• Conduct quarterly business reviews, coordinate regional partners, and travel frequently to clients when required by the territory plan.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 10+ years of relevant professional experience.
• FINRA Series 7 and Series 66 licenses; licensing support is provided for the role.
• Strong consultative, relationship management, sales, and presentation skills.
• Ability to understand capital markets, analyze complex data and trends, and advise clients on financially significant decisions.

Nice to have

• Professional designation.

Culture & Benefits

• Full-time remote work eligibility for this role.
• Annual bonus eligibility and competitive compensation.
• Retirement plan and 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.
• Inclusive workplace focused on equal opportunity and collaboration.