Senior Relationship Strategist (Private Bank)

Location: Cleveland, Ohio, United States; in-office role

Base salary: $133,000–$247,000 per year, plus incentive eligibility based on company, business, and/or individual performance.

Company

hirify.global is a banking organization whose Private Bank serves clients through relationship management, financial solutions, and personalized service.

What you will do

• Lead client management activities and develop relationship plans to acquire and retain clients.
• Manage and grow a book of business through client expansion, new relationship acquisition, and external business development.
• Coordinate with internal partners to assess client needs, recommend suitable offerings, and ensure follow-up communication.
• Deliver proactive client service, monitor client commitments, and maintain strong customer advocacy.
• Manage client and sales administration, including pre-call planning, post-call debriefs, and relationship reviews.
• Manage client-related risks, escalate concerns, and coach or mentor other team members when needed.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and experience.
• Typically 8+ years of industry-relevant experience.
• Experience with client relationship management, book-of-business growth, customer engagement, financial analysis, and identifying sales opportunities.
• Strong decision-making, influencing, communication, prioritization, value-selling, and customer-needs assessment skills.
• Must work in the Cleveland, Ohio office; hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer service, collaboration, and employee contribution.
• Medical, prescription, dental, vision, life insurance, disability protection, and health savings account options.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Paid parental and maternity leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
• Wellness programs with financial incentives and additional family-support benefits.