Senior Analyst (Wealth Management)

Location: Washington, DC, United States; office-based position.

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

Company

hirify.global is a global investment banking, securities, and investment management firm providing wealth management and financial services to individuals, institutions, and corporations.

What you will do

• Act as a relationship manager and primary client-service contact for ultra-high-net-worth clients.
• Support onboarding, portfolio implementation, asset movements, liquidity management, and ongoing relationship management.
• Work with Private Wealth Advisors and middle- and back-office colleagues to deliver a strong client experience.
• Execute, process, and reconcile trades and other investment-related transactions.
• Assess client suitability and risk tolerance, and help identify and prevent fraudulent activity.
• Introduce clients to reporting, digital, banking, and wealth advisory services while contributing to business efficiency initiatives.

Requirements

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

Culture & Benefits

• Opportunities for professional and personal development through training and firmwide networks.
• Benefits, wellness, personal finance, and mindfulness programs are available to eligible full-time and part-time US employees working at least 20 hours per week.
• Opportunity to participate in local training and recruiting and mentor less-tenured colleagues.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.