Client Relationship Manager, Wealth Advisory (Fintech)

Location: Remote

Company

hirify.global is a rapidly growing registered investment advisor combining wealth management expertise with fintech and technology to deliver tailored client experiences.

What you will do

• Serve as the first point of contact for client requests, including money movement, distributions, and account changes, escalating complex matters to the advisor.
• Prepare and manage client meetings using the CRM, Black Diamond, and hirify.global app; record notes and route follow-up actions.
• Run weekly account reviews, trading and cash checks, asset transfers, required minimum distributions, and Roth conversions.
• Track client touchpoints, prepare quarterly review materials, and follow up with referrals and prospects.
• Manage client events, practice budgets, and relationships with centers of influence.

Requirements

• Active Series 65 or equivalent license.
• Several years of experience in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients.
• Comfort using portfolio and CRM tools such as Black Diamond and HubSpot.
• Sound judgment, strong attention to detail, and a warm, clear communication style by phone and in writing.

Nice to have

• Familiarity with equity compensation and corporate benefits.
• Experience with financial planning concepts for high-net-worth individuals, including investment strategy, tax optimization, retirement planning, and estate planning.
• Client or prospect business development experience, including events, gifting, and sales calls.
• Series 7 or 63 license, or CFP coursework.

Culture & Benefits

• Competitive compensation package that rewards impact.
• Opportunity to work with fintech professionals in a fast-scaling startup.
• Opportunity to shape a personal growth path as the company expands.
• Full health benefits, 401(k) matching, and Roth IRA options.