Lead Relationship Manager (Wealth Management)

Location: Greenwich, CT, United States

Company

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

What you will do

• Develop and implement comprehensive relationship plans for high-net-worth and ultra-high-net-worth clients.
• Assess banking and investment needs and identify opportunities to deepen client relationships.
• Build client relationships, engage product specialists, close sales, and coordinate service delivery.
• Structure and negotiate complex loans within lending limits while maintaining credit quality.
• Advise clients on financial products, services, tax and regulatory changes, and market conditions.
• Coordinate internal partner teams and clients’ external advisors, including attorneys and CPAs.

Requirements

• Broad knowledge of personal financial planning.
• 10–15 years of industry experience, including substantial relationship management, portfolio management, fiduciary, or sales experience.
• Completion of an MBA or a relevant professional designation such as CFA, CFP, CIMA, CPWA, CAIA, or CTFA is highly preferred.
• Must be authorized to work in the United States without employment-based visa sponsorship.
• Employment-based visa sponsorship is not available for this opportunity.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting client communities.
• Philanthropic activities and community engagement are part of the company culture.
• Reasonable accommodations are available throughout the employment process.