Portfolio Strategist (Finance)

Location: Onsite in Westlake, TX; Austin, TX; Orlando, FL; Lone Tree, CO; or San Francisco, CA

Salary: USD $105,600–$250,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides investment and financial services and is focused on transforming the finance industry through client-centered solutions.

What you will do

• Help clients and relationship owners understand the tax, risk, cost, and portfolio implications of transitioning existing holdings into managed investing strategies.
• Gather relevant facts, clarify transition objectives, and evaluate portfolio scenarios.
• Analyze realized gains and losses, risk considerations, portfolio characteristics, holdings, tax lots, and cost basis data.
• Prepare clear, client-ready education and analysis to support informed investment decisions.
• Partner with Retail and Advisor Services relationship owners on complex client scenarios.
• Manage referrals, meet turnaround expectations, and maintain accurate documentation in a regulated environment.

Requirements

• CFP® and/or CFA® designation.
• Active FINRA Series 7 license, or ability to obtain it within 120 days of employment.
• Active FINRA Series 66 license or equivalent, or ability to obtain it within 120 days of employment.
• Strong knowledge of portfolio construction, asset allocation, taxable investing, managed account solutions, and portfolio transitions.
• Experience with Financial Consultants, Wealth Advisors, investment professionals, and high-net-worth client scenarios.
• Strong communication, judgment, attention to detail, prioritization, and documentation skills; familiarity with Salesforce, portfolio analysis tools, or managed account platforms.

Nice to have

• CIMA® designation or a bachelor’s degree.
• Experience with taxable portfolio transitions, concentrated positions, direct indexing, or separately managed accounts.
• Experience presenting analysis to clients, prospects, relationship owners, or internal partners.
• Experience improving referral processes and resolving complex client scenarios across teams.

Culture & Benefits

• In-office collaboration with a commitment to working onsite for this role.
• Health, dental, and vision insurance.
• 401(k) with company match and an employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.