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8 дней назад

Director of Client Development (Global Family Office)

130 530 - 228 380$
Формат работы
onsite
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Director of Client Development (Global Family Office) (Wealth Management/Family Office): Leading market development and end-to-end sales for trust, investment management, banking, technology, fiduciary, and advisory solutions with an accent on sourcing U.S.-based family office prospects and building referral networks. Focus on researching complex financial profiles, positioning tailored products, closing and onboarding new relationships, and coordinating with international teams while maintaining AML/KYC and regulatory compliance.

Location: Miami, FL; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $130,530–$228,380 USD base pay annually.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.

What you will do

  • Lead market development and source new business for the Global Family Office business.
  • Manage the full sales process, including prospect identification, discovery, product positioning, closing, and onboarding.
  • Position trust, investment management, banking, technology, fiduciary, and advisory solutions.
  • Build referral networks with external advisors, internal partners, regional offices, and existing clients.
  • Research prospect financial profiles, assess needs, arrange meetings, and present tailored solutions.
  • Support market strategy, competitor analysis, prospect events, referrals, and cross-business collaboration.

Requirements

  • 8–10 years of experience in trust or investment sales and/or relationship management.
  • Knowledge of local market practices and networks for sourcing business.
  • Deep understanding of enterprise wealth management, trust, investment, and banking products.
  • Strong analytical, sales, communication, and consultative skills.
  • Series 7 and Series 66 licenses required.
  • U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

  • Experience working with Single Family Offices, Private Trust Companies, or Private Investment Offices.

Culture & Benefits

  • Flexible and collaborative work culture with accessible senior leadership.
  • Opportunities for internal movement and career development.
  • Retirement benefits, including 401(k) and pension.
  • Medical, dental, vision, spending account, disability, life, and accident insurance.
  • Paid time off, parental and caregiver leave, and other well-being benefits.
  • Discretionary bonus program that may include an equity component.

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