Senior Private Bank Relationship Manager

Location: Seattle, Washington, United States

Salary: $129,000–$238,000 per year, with potential performance-based incentive compensation.

Company

hirify.global provides banking, private banking, wealth management, lending, deposit, and investment services.

What you will do

• Develop and manage relationships with high-net-worth private banking clients.
• Assess clients’ financial needs and deliver tailored solutions across investments, trust and wealth transfer, credit, deposits, and related services.
• Lead client teams through planning, presentations, service delivery, and regular relationship reviews.
• Monitor loan credit quality, client financial circumstances, and multifaceted asset management portfolios.
• Generate new business through referrals, community involvement, internal partners, and opportunities within existing relationships.
• Maintain regulatory compliance, communicate with risk and Credit teams, and coach or train colleagues when needed.

Requirements

• Bachelor’s degree or equivalent professional financial experience; a master’s degree is preferred.
• More than 10 years of experience in the financial services industry.
• Extensive credit, analytical, business development, relationship management, portfolio management, private banking, and wealth management skills.
• Intermediate estate planning, tax planning, and advanced investment management expertise.
• Ability to manage complex portfolios and present to senior and executive-level professionals.
• Registration as a Bank Mortgage Loan Originator under SAFE Act requirements; authorization is limited to open-ended transactions such as home equity lines of credit.

Nice to have

• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, or AWMA certification.
• Series 7 and 66, or Series 63 and 65, and insurance licensing.
• Master’s degree and involvement in community organizations.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage for eligible associates.
• 401(k) retirement plan with employer matching for qualifying contributions.
• Paid vacation, sick days, volunteer days, and holidays.
• Life and disability insurance, employee assistance, mental health resources, tuition assistance, and legal support.
• Additional insurance options, identity theft protection, and access to an online discount marketplace.
• Equal opportunity and affirmative action workplace with accommodation support during the application and interview process.