SVP, National & Regional Bank Relationship Manager

Location: Fort Mill/Charlotte, United States

Salary: $202,395–$337,325 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Lead the strategic vision and engagement model for national and regional bank relationships.
• Serve as the executive relationship leader and strategic advisor for large institutional clients.
• Identify opportunities to expand relationships, increase advisor adoption, improve program performance, and drive asset growth.
• Lead consultative engagements focused on business transformation, advisory growth, operating model optimization, and strategic planning.
• Manage retention and attrition risks, critical client escalations, governance forums, and enterprise initiatives.
• Build high-performing teams and align departmental execution with corporate strategy and client expectations.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field; an advanced degree is preferred.
• At least 12 years of experience in financial services, wealth management, institutional consulting, relationship management, or a related discipline.
• Experience working with national banks, regional banks, large financial institutions, or comparable wealth management organizations.
• Series 7 and Series 63 licenses required.
• Deep knowledge of wealth management, financial institutions, regulatory developments, competitive dynamics, and financial markets.

Culture & Benefits

• Collaborative, team-oriented environment focused on exceptional client experiences.
• Emphasis on integrity, creativity, continuous improvement, and accountability.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.