Private Wealth Director

Location: Jacksonville, Florida, United States

Company

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

What you will do

• Build and manage long-term client relationships as the central advisor for complex wealth management needs.
• Develop referrals, source new client relationships, expand existing accounts, and close sales opportunities.
• Assess clients’ banking, investment, advisory, philanthropic, and family wealth needs.
• Coordinate specialists delivering wealth structuring, credit, banking, asset management, insurance, charitable giving, wealth transfer, and tax services.
• Prepare tailored agendas, presentations, and relationship plans aligned with short-, medium-, and long-term goals.
• Develop integrated solutions and use digital capabilities to improve the client experience.

Requirements

• Bachelor’s degree or equivalent in business administration, finance, economics, or a related field.
• 10–15 years of industry experience, including substantial relationship management and portfolio management experience.
• Broad knowledge of investment management, tax planning, estate planning, and family governance.
• Strong communication, presentation, negotiation, relationship management, and analytical skills.
• Series 7 and 63 licenses required.
• Must be authorized to work in the United States without employment-based visa sponsorship.

Nice to have

• MBA or other postgraduate degree.
• Professional certification such as CFP, CPA, CFA, CTFA, or CFM.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Commitment to an inclusive workplace and community service.
• Reasonable accommodations are available during the employment process.