Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Vice President (Financial Services)

Location: Los Angeles, California, United States; onsite office role

Salary: USD 75,000–160,000 base salary per year, plus potential discretionary bonus.

Company

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

What you will do

• Manage relationships and provide operational support for ultra-high-net-worth clients.
• Partner with Private Wealth Advisors and colleagues to deliver customized wealth management solutions.
• Oversee client onboarding, asset movements, portfolio implementations, liquidity management, and investment transactions.
• Assess client suitability and risk tolerance while identifying and preventing fraudulent activity.
• Introduce clients to reporting, digital, banking, and wealth advisory services.
• Support process improvement, recruiting, training, and mentoring within the Private Wealth Management division.

Requirements

• Bachelor’s degree required.
• 6 or more years of preferred experience in client service and/or the financial industry.
• Strong client service, communication, organizational, interpersonal, and analytical skills.
• Ability to work independently and collaboratively in a fast-paced environment and under pressure.
• Interest in financial services and a high level of integrity.
• SIE, Series 7, and Series 63 licenses required.

Culture & Benefits

• Professional development through training and development programs and firmwide networks.
• Benefits and wellness offerings for eligible active US employees working at least 20 hours per week.
• Resources supporting personal finance, wellness, mindfulness, and workplace inclusion.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.