Private Wealth Director (Wealth Management)

Location: Denver, Colorado, United States

Salary: $205,700–$360,100 USD base pay annually

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Build and manage deep, long-term client relationships as the central point of contact for complex financial needs.
• Understand clients’ family dynamics, financial goals, and philanthropic aspirations.
• Develop and implement customized wealth management strategies with specialists.
• Coordinate holistic services including wealth structuring, credit, banking, asset management, insurance, charitable giving, wealth transfer, and tax services.
• Expand existing relationships, source new clients, develop referrals, and close sales.
• Enhance client experience through digital solutions and ensure smooth delivery of new services.

Requirements

• Relevant degree or equivalent in business administration, finance, economics, or a related field.
• 10–15 years of industry experience, including significant relationship management and portfolio management experience.
• Broad understanding of wealth management, including investment, tax planning, estate planning, and family governance.
• Ability to work across disciplines and synthesize complex information.
• Strong relationship management, emotional intelligence, communication, presentation, influencing, and negotiation skills.
• Series 7 and 63 licenses required.
• Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• MBA or postgraduate degree.
• CFP, CPA, CFA, CTFA, or CFM certification.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community and philanthropy initiatives.