Private Client Relationship Manager

Location: West Freehold, New Jersey; Spring Lake Heights, New Jersey; or Morganville, New Jersey. Full-time, onsite role with a Monday–Friday schedule and potential Saturday hours.

Salary: $83,000–$104,000 per year, plus potential incentive earnings.

Company

hirify.global provides personalized banking, wealth management, financial planning, and advisory services for clients and communities.

What you will do

• Acquire and onboard affluent and high-net-worth clients through outbound calling, branch introductions, and partner referrals.
• Build relationships and grow deposits, investments, lending balances, and the assigned book of business.
• Conduct discovery and financial planning conversations to understand client goals and present personalized strategies.
• Deepen and retain relationships through proactive outreach based on life events, financial triggers, and client insights.
• Partner with Wealth Advisors, Certified Financial Planners, Retail, Business Banking, Mortgage, and Wealth teams.
• Track client activity and relationship development in Salesforce CRM.

Requirements

• 3–5 years of banking, wealth management, or equivalent relevant experience.
• Experience working with affluent and high-net-worth clients.
• SIE, Series 6 or 7, and Series 63 or 66 licenses required at the time of hire.
• Bachelor’s degree preferred.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Knowledge of financial industry regulatory requirements and excellent written and verbal communication skills.

Culture & Benefits

• Client-centric culture with continuous coaching, professional development, and practice management support.
• Medical, dental, and vision coverage.
• Retirement benefits and maternity/paternity leave.
• Flexible work arrangements, education reimbursement, and wellness programs.
• Paid time off exceeding mandatory paid sick or paid time-away requirements in applicable US jurisdictions.

Hiring process

• Employment offers are conditional on successfully passing a background check, which may include credit, motor vehicle, public record, employment, and criminal background checks.