Relationship Manager - Capital Partners, Wealth Management (Finance)

Location: Boston, United States

Salary: $170,000–$230,000 base salary per year plus annual target bonus.

Company

hirify.global is a global financial services firm providing investor services, wealth management, specialist expertise, and technology solutions through a partnership-based model.

What you will do

• Manage relationships with ultra-high-net-worth clients, primarily private business owners and wealthy families.
• Source and close new business and develop long-term business development strategies with other Relationship Managers.
• Identify client investment objectives and integrate wealth planning, corporate finance, family business advisory, and next-generation support.
• Execute and oversee investment plans, including asset allocation, complex alternative investment strategies, account reviews, and client meeting materials.
• Manage risk, compliance, Investment Policy Statements, Know Your Customer requirements, and client documentation.
• Coach and mentor Relationship Associates, Senior Relationship Associates, and less experienced Relationship Managers.

Requirements

• BA or BS degree.
• 10+ years of relevant portfolio management experience involving equities, bonds, or both.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Experience engaging with private business owners and managing complex client accounts.
• Excellent client service, oral and written communication, analytical, and thought leadership skills.
• Strong teamwork and work ethic.

Nice to have

• CFA, CFP, and/or MBA.

Culture & Benefits

• Team-based, entrepreneurial working environment with opportunities to contribute beyond the daily role.
• Benefits covering long-term savings, healthcare, income protection, professional development, and time off.
• Mentoring and guidance from long-tenured leaders and subject matter experts.
• Private partnership model focused on long-term client and employee interests.
• Commitment to diverse experiences and transferable skill sets.