OCIO Relationship Manager

Location: New York City, United States; hybrid with a minimum of three days per week in office. Up to 25% travel required. Applicants must already have the right to work in the United States without current or future sponsorship.

Salary: $240,000–$280,000 annually, plus potential discretionary bonus and benefits.

Company

hirify.global is an independent, employee-owned global asset management firm serving intermediary, institutional, and individual investors worldwide.

What you will do

• Lead client-facing relationship management for Outsourced CIO (OCIO) relationships, including meetings, reports, collateral, inquiries, and ongoing client requests.
• Coordinate with Investment Strategy, Investment Platform, Operating Platform, and Operations partners to execute portfolio management recommendations.
• Manage opportunities sourced through Wealth and Institutional channels, assess fit, and oversee RFP production and dissemination.
• Identify additional engagement opportunities with existing OCIO clients and selectively target aligned RFP opportunities.
• Support go-to-market strategy by partnering with Marketing, refining RFP responses, and expanding hirify.global’s presence in the OCIO commercial vertical.

Requirements

• Bachelor’s degree required.
• 10–12+ years of industry experience in financial markets required, with an emphasis on portfolio construction and relationship management.
• Proven capacity in business development activities.
• Strong problem-solving skills and attention to detail.
• Excellent written and oral communication skills.
• Proficiency in Microsoft PowerPoint and Excel.

Nice to have

• MBA, CFA, and/or other professional designations.
• Series 7 and 66 exams.

Culture & Benefits

• Hybrid work arrangement requiring at least three days per week in the office.
• Paid time off.
• Medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Potential discretionary bonus and retirement contributions as part of the total compensation package.