Business Development Professional, Associate (Wealth Management)

TL;DR

Business Development Professional, Associate (Wealth Management): Supporting existing client relationships and driving new business generation within Private Wealth Management with an accent on client portfolio analysis, macroeconomic trend monitoring, and client relationship management. Focus on developing strategies for prospective client outreach, coordinating client meetings, and managing internal new business strategy.

Location: Onsite in Miami, Florida, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm empowering clients to reach financial goals.

What you will do

• Support existing client relationships and drive new business generation alongside Private Wealth Advisors.
• Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation, risk, and return.
• Monitor macroeconomic trends and internal research to assess their potential impact on client portfolios.
• Act as the growth engine for the Private Wealth Management team, focusing on wallet share and new business.
• Develop a system for sustained outreach to prospective clients, including marketing presentations and events.
• Act as the central point of contact for client relationship management, utilizing Salesforce.
• Participate in prospective client meetings and manage internal new business strategy meetings.

Requirements

• Bachelor's degree.
• 3+ years of related financial services experience.
• Strong interest in financial markets and good investment sense/commercial instinct.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Excellent verbal and written communication and interpersonal skills.
• Must obtain SIE, Series 3, 7, and 63 licenses within three months of employment.

Nice to have

• CFA Charter and/or CFP highly encouraged (will be sponsored in accordance with firm policy).

Culture & Benefits

• Commitment to fostering diversity and inclusion in the workplace and beyond.
• Opportunities for professional and personal growth through training, firmwide networks, and wellness programs.
• Offers best-in-class benefits.
• Committed to finding reasonable accommodations for candidates with special needs or disabilities.