Custodian Relationship Manager (Fintech)

TL;DR

Custodian Relationship Manager (Fintech): Acting as the primary liaison between internal teams and external partners such as custodians and asset managers to manage strategic relationships and technical integrations with an accent on operational standardization and advisor experience. Focus on building comprehensive custodian playbooks, coordinating cross-functional technical programs, and resolving complex integration escalations.

Location: Hybrid in Wakefield, MA

Salary: $110,000 - $140,000 USD

Company

hirify.global is a wealth management technology provider that optimizes the connection between advisors and custodial infrastructure.

What you will do

• Drive structured relationship governance with major custodians, asset managers, and technology vendors.
• Build and maintain a comprehensive, per-custodian operational playbook to standardize onboarding and configurations.
• Align custodial infrastructure with the hirify.global platform to ensure a seamless, intuitive experience for advisors.
• Serve as the primary escalation path for technical issues, including FIX session disruptions and file delivery delays.
• Coordinate go-to-market rollouts and report partnership performance and roadmap alignment to leadership.

Requirements

• 5–7 years of experience in relationship or partner management within financial services, fintech, or wealth management.
• Strong understanding of custodial operations, including FIX and SFTP integrations and data adapters.
• Proven ability to develop operational playbooks and lead complex, multi-stakeholder technical programs.
• Excellent communication skills to translate technical concepts for non-technical audiences.
• Bachelor's degree from an accredited four-year college or university.
• Must be based in or able to work hybrid in Wakefield, MA

Nice to have

• Prior experience working at a major custodian or broker-dealer.
• Familiarity with wealth management platforms, TAMPs, or managed account technology.
• Experience managing FIX connectivity or SFTP infrastructure.
• Proficiency with Jira for issue tracking and program management.

Culture & Benefits

• Comprehensive total rewards package including equity-based grants for all new hires.
• Company-paid medical premiums covering 90%.
• Competitive time-off program.
• Inclusive environment committed to diversity and equal opportunity.