Relationship Manager (Asset Management)

Location: New York, NY, United States of America; hybrid work arrangement.

Salary: $250,000–$275,000 per year, plus discretionary bonus and benefits.

Company

hirify.global is an asset management firm serving major financial institutions, including broker dealers and wirehouses.

What you will do

• Set growth strategies and manage senior relationships across wealth management, asset management, and banking or markets businesses.
• Develop account business plans, negotiate revenue-share and product agreements, and represent hirify.global in senior-level client discussions.
• Secure platform approvals, preferred-list placement, model wins, and product opportunities through due diligence meetings, finals presentations, and RFI/RFP responses.
• Coordinate distribution territories, consultant and center-of-influence strategies, and advisor-consultant engagement.
• Monitor industry, market, sales, redemption, AUM, revenue, fee, and competitive trends; deliver account reviews and investment insights.
• Resolve client, operational, and compliance issues while coordinating marketing, analytics, operations, legal, compliance, investment, and senior-management stakeholders.

Requirements

• At least 10 years of experience in asset management distribution or national accounts; wirehouse and broker dealer platform relationships are strongly preferred.
• Bachelor’s degree required; MBA, CFA, CAIA, or CIMA is a plus.
• SIE and Series 7 plus Series 66, or SIE and Series 7 plus Series 63 and 65, are required; licenses may be obtained within 3–6 months of joining.
• Deep knowledge of due diligence processes, platform economics, and product placement dynamics.
• Demonstrated success growing AUM and net flows within assigned accounts.
• Strong relationship management and client service skills.
• Excellent investment and capital-markets knowledge, with the ability to explain complex financial instruments and investment processes to sophisticated clients.
• Strong organization, attention to detail, follow-up, and ability to manage shifting priorities in a fast-paced environment.
• Must be authorized and have the right to work in the United States without current or future sponsorship.

Nice to have

• MBA, CFA, CAIA, or CIMA.

Culture & Benefits

• Hybrid work arrangement with onsite client meetings.
• Full-time employment with paid time off, medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Eligibility for a discretionary bonus and comprehensive compensation package.