Director, Relationship Management (Fintech)

Location: NYC 441, United States; hybrid work with office attendance 3 days per week and up to 35% travel. Other location: Austin, TX.

Annual base salary: $171,310–$214,137.

Company

hirify.global builds fintech software that supports digital wealth management and access to financial markets.

What you will do

• Serve as the primary contact for enterprise clients and develop strategic account plans.
• Lead quarterly business reviews and coordinate with service management, account management, credit, operations, and compliance teams.
• Identify opportunities to deepen client engagement, improve profitability, and expand revenue across existing enterprise accounts and the total book of business.
• Collaborate with product development and marketing to tailor offerings and conduct market and client research.
• Lead, coach, and mentor relationship management staff while improving team structure, operational processes, and service excellence.
• Monitor client portfolios, mitigate financial and compliance risks, resolve complex client issues, and report performance against targets and budgets.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field.
• 10+ years of experience in relationship management or a related field within the financial services industry.
• FINRA SIE, Series 7, and Series 63 licenses.
• Experience managing and growing relationships with large, complex accounts.
• Exceptional interpersonal and communication skills for engaging executives and other high-level stakeholders.
• Strong analytical skills and proficiency in using financial data for decisions and recommendations.
• Advanced knowledge of financial products and market dynamics.
• Proven leadership abilities and strategic planning and execution experience.
• Professional and ethical approach to negotiations and client interactions.

Nice to have

• Master's degree in Business Administration, Management, or a related field.
• CFA certification or similar qualification.
• Leadership or high-level management experience within a banking or financial services organization.
• Success designing and implementing strategic solutions that delivered significant client satisfaction and revenue growth.

Culture & Benefits

• Hybrid work schedule with flexibility to work from home and a primary office.
• Healthcare benefits including medical, dental, vision, EAP, and HSA contribution matching.
• Competitive paid time off, parental leave, and 401(k) matching.
• Paid Calm app subscription and external learning and tuition reimbursement benefits.
• Inclusive, collaborative environment focused on grit, results, empathy, accountability, and teamwork.