Internal Sales Analyst (Global Wealth)

Location: New York, NY, United States

Base salary: $105,000 annually, plus potential annual discretionary incentive compensation.

Company

hirify.global is an investment firm operating across private markets and supporting companies and investors through its investment platform.

What you will do

• Make proactive outbound calls to financial advisors, identify prospects, develop relationships, and schedule qualified meetings.
• Follow up on incoming leads, respond to phone and email inquiries, and conduct marketing and email campaigns.
• Resolve client service issues by coordinating with Legal, Compliance, Accounting/Tax, product specialists, and fund management professionals.
• Develop and execute territory business plans with regional team members to maximize sales.
• Maintain spreadsheets, enter activity into DealCloud CRM, and support ad hoc administrative projects.
• Share sales and service best practices in weekly meetings and support the External Regional Specialist and Senior Internal Analyst.

Requirements

• College degree and minimum GPA of 3.30.
• FINRA Series 7 and 63 licenses required, or must be obtained within 90 days.
• 1–2 years of prior sales or marketing experience preferred.
• Strong oral and written communication, interpersonal, customer service, relationship-building, organizational, and multitasking skills.
• Ability to work in a challenging, collaborative environment with a competitive, self-starting, detail-oriented, and creative approach.
• Proficiency with Microsoft Office, especially Word, Excel, and PowerPoint.

Nice to have

• Knowledge of financial services, particularly alternative investments.

Culture & Benefits

• Collaborative work with a regional and global wealth internal sales team.
• Retirement benefits, health insurance, life insurance, and disability coverage.
• Paid time off and paid holidays.
• Family planning benefits and wellness programs.
• Potential participation in an annual discretionary incentive program based on individual and organizational performance.