Private Wealth Director (Wealth Management)

Location: Seattle, WA, United States

Salary: $236,555–$414,115 USD annual base pay

Company

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

What you will do

• Manage deep, long-term relationships with private wealth clients and serve as their central point of contact.
• Assess client goals, family dynamics, philanthropic priorities, banking needs, investment needs, and advisory requirements.
• Develop and implement customized wealth management strategies with specialists across investment, credit, banking, insurance, tax, charitable giving, and wealth transfer services.
• Build referrals, source new relationships, expand existing accounts, and close integrated solutions.
• Create tailored agendas, presentations, and proactive advice for short-, medium-, and long-term client goals.
• Use digital capabilities to improve the client experience and communicate emerging client needs.

Requirements

• 10–15 years of industry experience, including significant relationship management and portfolio management experience.
• Broad knowledge of investment, tax, estate planning, and family governance principles.
• Ability to work across disciplines and translate complex technical concepts for different audiences.
• Exceptional communication, presentation, relationship management, influencing, and negotiation skills.
• Relevant degree in business administration, finance, economics, or an equivalent field.
• Series 7 and Series 63 licenses are required; applicants must already be authorized to work in the United States.

Nice to have

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

Culture & Benefits

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