Preferred Banking RM

Location: In office at 18111 Von Karman Avenue, Irvine, California, US

Salary: $78,970–$126,140 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada, serving entrepreneurs, businesses, and affluent clients.

What you will do

• Source and originate new banking and wealth relationships through professional networks, referrals, digital marketing leads, and other channels.
• Develop and manage Preferred Banking relationships with owners, principals, executives, and employees connected to commercial banking clients.
• Manage existing clients and deepen relationships through cross-selling and collaboration with internal partners.
• Participate in relationship reviews, identify opportunities, and create individualized plans for prospects and existing clients.
• Use client financial information and portfolio performance metrics to prospect, develop sales tactics, and report results.
• Track individual performance goals and results accurately and on time.

Requirements

• Bachelor's degree or equivalent.
• At least 7 years of direct sales experience, financial institution experience, and new-account/business development experience.
• Must be in good standing under the Safe Act and registered/licensed with the Nationwide Mortgage Licensing System and Registry, or able to obtain registration under the Safe Act.
• Experience with outside sales to affluent and high-net-worth client segments.
• Strong knowledge of financial markets, high-net-worth products and services, credit policies, and banking operations.
• Strong communication, relationship management, Excel, and PowerPoint skills.

Nice to have

• CFP designation or equivalent training.
• FINRA Series 7 and 63 securities licenses.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• Company-matched 401(k) contributions.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Specialized health, family planning, fertility, and wellness support programs.
• Career mobility support and colleague resource groups.