Business Development Professional (Wealth Management)

TL;DR

Business Development Professional (Wealth Management): Driving new business generation and supporting existing client relationships for ultra-high net worth individuals with an accent on portfolio analysis and strategic outreach. Focus on conducting client-facing analyses, monitoring macroeconomic trends, and managing prospective client pipelines.

Location: Must be based in Seattle, Washington, United States

Salary: $75,000–$160,000 base salary

Company

hirify.global is a leading global investment banking, securities, and investment management firm.

What you will do

• Collaborate with Private Wealth Advisors to support existing clients and drive new business generation.
• Perform client-facing analyses on portfolios, focusing on strategic/tactical asset allocation and risk/return profiles.
• Monitor macroeconomic trends and internal research to optimize client investment strategies.
• Develop and execute outreach systems for prospective clients using marketing presentations and events.
• Manage client relationship data and growth pipelines using Salesforce.
• Coordinate prospective client meetings and drive internal new business strategy action items.

Requirements

• Bachelor's degree.
• 3+ years of related financial services experience.
• Strong interest in financial markets and commercial instinct.
• Excellent verbal and written communication skills.
• Ability to obtain SIE, Series 3, 7, and 63 licenses within three months of employment.
• Must be based in Seattle, Washington.

Nice to have

• CFA Charter.
• CFP certification.

Culture & Benefits

• Competitive base salary and eligibility for discretionary year-end bonuses.
• Comprehensive wellness and personal finance offerings.
• Commitment to diversity, inclusion, and professional development.
• Firm sponsorship for CFA and CFP certifications.