Lending Transaction Manager – Lending and Banking Services

Location: Hybrid in New York, NY; Boston, MA; or Springfield, MA

Salary: $144,800–$190,000 annually

Company

hirify.global's Wealth Management organization provides lending and banking solutions that support clients' broader wealth management strategies.

What you will do

• Guide financial advisors and clients through complex lending transactions and recommendations.
• Own transactions end to end, from opportunity assessment and solution design through underwriting, approval, and funding.
• Manage pipelines across securities-based, personal, business, and specialty lending.
• Coordinate with legal, compliance, operations, marketing, product, technology, external lenders, and vendors.
• Coach advisors on lending strategies and lead initiatives that increase platform adoption.
• Track pipeline, conversion, utilization, and time-to-close metrics while improving workflows and lending solutions.

Requirements

• Bachelor's degree, or a high school diploma with 6+ years of financial services experience.
• 6+ years of financial services experience, including at least 4 years in lending transaction management.
• FINRA Series 7 at application or within 90 days of hire.
• Ability to manage multiple live transactions, prioritize under pressure, and drive deals to completion.
• Strong written and verbal communication, stakeholder collaboration, attention to detail, and operational precision.
• Proficiency with Microsoft Word, Excel, and PowerPoint.

Nice to have

• Experience at a private bank or wealth management lender.
• Exceptional advisor-facing communication and ability to explain complex lending situations clearly.

Culture & Benefits

• Regular Wealth Management team meetings and focused one-on-one meetings with the manager.
• Networking opportunities through employee business resource groups.
• Access to learning content through Degreed and other informational platforms.
• Ethics- and integrity-focused environment with industry-leading pay and benefits.