Private Client Relationship Manager (Wealth Management)

Location: Denville, New Jersey, United States or Succasunna, New Jersey, United States. Full-time onsite role; Monday–Friday schedule with potential Saturday hours.

Salary: $83,000–$104,000 per year, plus potential incentive earnings.

Company

hirify.global Private Client provides personalized financial planning and wealth management advice for affluent and high-net-worth clients.

What you will do

• Acquire and onboard affluent and high-net-worth clients into a book of business through outbound calling and in-branch or partner introductions.
• Conduct discovery and financial planning conversations, then present personalized strategies aligned with client goals.
• Grow deposits, investments, lending balances, and net new investment assets.
• Deepen and retain relationships through proactive outreach based on life events, financial triggers, and client insights.
• Provide high-touch client experiences and collaborate with Wealth Advisors, CFPs, Retail, Business Banking, Mortgage, and Wealth colleagues.
• Use Salesforce CRM to track activity and manage client relationships.

Requirements

• 3–5 years of banking, wealth management, or equivalent relevant experience, including experience with affluent and high-net-worth clients.
• SIE, Series 6 or 7, and Series 63 or 66 licenses are required at the time of hire.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Experience establishing and maintaining relationships with clients and internal partners.
• Knowledge of industry regulatory requirements and sound control environments.
• Excellent written and verbal communication skills.
• Bachelor’s degree preferred.

Nice to have

• Life, Health, and Accident Insurance licenses; these may be obtained within a specified timeline after hire.
• Bachelor’s degree.

Culture & Benefits

• Client-centric culture focused on continuous improvement, coaching, professional development, and practice management support.
• Medical, dental, and vision coverage.
• Retirement benefits and maternity/paternity leave.
• Flexible work arrangements, education reimbursement, wellness programs, and paid time off exceeding mandatory paid sick or paid time-away requirements in applicable U.S. jurisdictions.
• Employment is subject to a background check, which may include credit, motor vehicle, public record, employment verification, and criminal background checks.