Client Portfolio Manager, Advisory Solutions (FTIS)

Location: Hybrid work schedule in San Mateo, San Ramon, or Pasadena, California, United States

Annual salary: $150,000–$200,000, plus a competitive bonus

Company

hirify.global is an asset manager providing investment and advisory services across equity, fixed income, alternatives, and multi-asset strategies.

What you will do

• Support the growth and retention of multi-asset model portfolios and ETFs by representing investment philosophy, process, and performance.
• Travel approximately 50% to support business development with market and product commentary.
• Provide investment insights and support to the western U.S. field sales organization.
• Respond to on-demand inquiries from internal and external stakeholders.
• Prepare for and participate in client and sales meetings.

Requirements

• Bachelor’s degree required; MBA preferred and CFA is a plus.
• 5–10 years of experience in asset management.
• Strong knowledge of investment strategies, portfolio construction, and global market performance.
• Knowledge of mutual funds, ETFs, and separately managed accounts.
• Experience as a product or distribution specialist and experience presenting to financial advisors.
• Experience with investment software and analytics such as Bloomberg and Morningstar.

Nice to have

• MBA or CFA qualification.
• Knowledge of the competitive investment landscape, including strategies, classifications, and channels.

Culture & Benefits

• Three weeks of paid time off during the first year.
• Medical, dental, and vision insurance.
• 401(k) plan with an 85% company match up to applicable IRS limits.
• Employee stock investment plan with discounted share purchase opportunities.
• Learning and education assistance for professional growth.
• Employee access to company funds without sales charges.