Wealth Channel Relationship Manager (Investment Management)

Location: New York, United States; hybrid work with flexible in-office days and travel throughout the US for in-person client meetings, prospect visits, and industry events.

Base pay: $175,000–$250,000 per year, plus potential discretionary bonus and benefits.

Company

hirify.global is a quantitative investment management and trading firm combining technology, artificial intelligence, data science, and quantitative research to identify market opportunities and deliver investment alpha.

What you will do

• Identify and build relationships across private banking and wealth management networks, including originating opportunities and guiding clients through diligence and onboarding.
• Partner with Senior Relationship Managers and the Client Service team to deepen existing and prospective investor relationships and deliver a coordinated client experience.
• Develop a detailed understanding of hirify.global’s investment offerings and position the firm as a differentiated investment manager.
• Profile clients, anticipate complex financial needs, and offer appropriate solutions across a range of products.
• Provide high-touch engagement through face-to-face meetings, consistent communication, and access to firm content and resources.
• Manage follow-up while maximizing sales and service opportunities and adhering to regulatory and compliance procedures.

Requirements

• 5+ years of experience in institutional money management, investment consulting, or wealth management.
• BA/BS degree with a strong academic record.
• Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts.
• Strong verbal and written communication skills, including the ability to present to sophisticated investors.
• Strong organization and attention to detail.
• Self-starter approach with the ability to solve problems with appropriate oversight and direction.
• Proven collaboration skills, motivation, and ability to balance a broad set of responsibilities.

Nice to have

• Experience covering UHNW, private bank, and/or family office channels.
• Strong understanding of the hedge fund space, systematic strategies, and tax-aware investing.

Culture & Benefits

• Fully paid medical and dental insurance premiums for employees and dependents, competitive 401(k) match, and employer-paid life and disability insurance.
• Hybrid work policy with flexible in-office days and a budget for home office setup.
• Onsite gyms with laundry service, wellness activities, casual dress, snacks, and game rooms.
• Tuition reimbursement, conference and training sponsorship.
• Generous vacation, unlimited sick days, and competitive paid caregiver leave.