Director, Institutional Investments (Institutional Wealth Management)

Location: Onsite at FN Business Park in Omaha, United States

Base compensation: $126,830–$215,612 per year

Company

hirify.global is a financial services organization providing banking, wealth management, investment management, and institutional financial solutions.

What you will do

• Manage institutional investment management relationships and build trusted partnerships with executives, trustees, benefit administrators, and board members.
• Grow institutional investment management business through sales, business development, client presentations, proposals, RFPs, and referrals.
• Oversee complex pension, custody, investment management, trust, foundation, endowment, escrow, and employee benefit accounts.
• Coordinate onboarding, account transitions, transactions, distributions, contributions, funding requirements, documentation, and annual reviews.
• Partner with Wealth Management, Investment Officers, Commercial Banking, Treasury Management, and other specialists to deliver integrated solutions.
• Represent hirify.global in community and industry relationships while mentoring associates and sharing institutional market expertise.

Requirements

• Bachelor’s degree in business, finance, accounting, economics, a related field, or equivalent professional experience.
• At least 10 years of business experience, including significant experience in investment management, institutional wealth management, or sales.
• Experience developing institutional-market strategies, managing client relationships, administering fiduciary accounts, and producing business development results.
• Strong analytical, problem-solving, decision-making, communication, relationship management, and risk-judgment skills.
• Proficiency with Microsoft Office, Salesforce or a comparable CRM, and financial technology platforms.
• Unrestricted United States work authorization is required; future sponsorship is not available.

Nice to have

• MBA, graduate degree, or equivalent experience.
• CTFA, CFP, CFA, CPA, CWS, JD, or a similar professional designation.
• Experience with FIS TrustDesk or comparable trust accounting platforms.
• Experience with defined benefit plans, foundations, endowments, escrow, custody, insurance, healthcare, or other institutional relationships.
• Experience in marketing, product development, training, process improvement, or technology implementations.

Culture & Benefits

• Onsite environment focused on collaboration, mentorship, innovation, and professional growth.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions, health savings account, and dependent care benefits.
• Time-off programs and short- and long-term disability insurance.
• Employee banking, tuition assistance, and growth opportunities.