Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Washington D.C.

Location: Washington, DC, United States; onsite role.

Salary: $75,000–$160,000 annual base salary, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, with offices around the world.

What you will do

• Manage relationships and provide operational support for ultra-high net worth clients.
• Work with Private Wealth Advisors and teammates to deliver customized wealth management services.
• Oversee asset movements, portfolio implementations, client onboarding, liquidity management, and client reporting.
• Execute, process, and reconcile trading and other investment-related transactions.
• Assess client suitability and risk tolerance, identify advisory opportunities, and help prevent fraudulent activity.
• Collaborate with middle- and back-office colleagues, improve PWM business efficiency, and support training, recruiting, and mentoring.

Requirements

• Bachelor’s degree required.
• 2–4 years of preferred experience in client service and/or the financial industry.
• Strong interest in client service and the financial services industry.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Self-motivated and able to work autonomously in a collaborative environment.
• Strong verbal and written communication, organizational, and interpersonal skills.
• Commitment to excellence and a high level of integrity.
• SIE, Series 7, and Series 63 required.

Culture & Benefits

• Culture focused on integrity, partnership, collaboration, and excellence.
• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance offerings, and mindfulness programs are generally available to eligible active US employees.
• Commitment to diversity, inclusion, and reasonable recruiting accommodations for candidates with disabilities or special needs.