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Relationship Manager (Asset & Wealth Management)

115 000 - 270 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Manager (Asset & Wealth Management): Lead strategic growth and maintain institutional client relationships within a designated regional territory with an accent on financial wellness and corporate-sponsored financial planning benefits. Focus on cultivating senior HR partnerships, identifying revenue growth opportunities, and orchestrating internal resources to enhance client relationships.

Location: New York, NY, United States; office-based role with potential travel

Salary: $115,000–$270,000 base salary per year, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm. GS Ayco designs and implements tailored financial planning programs for employees of Fortune 1000 companies.

What you will do

  • Lead the strategic growth and maintenance of an existing corporate client base within a designated regional territory.
  • Build and strengthen relationships with senior HR stakeholders at partner corporations.
  • Identify and execute revenue growth opportunities within current corporate relationships.
  • Present the firm's strategy and service offerings, using internal subject-matter experts where appropriate.
  • Develop engagement strategies, success metrics, and service implementations aligned with corporate client needs.
  • Monitor utilization and outcome metrics, resolve service issues, and coordinate internal resources to improve client relationships.

Requirements

  • Bachelor's degree required.
  • At least 7 years of experience in employee benefits or compensation, marketing or sales, relationship management, or the financial industry preferred.
  • Strong organization, multitasking, communication, and attention-to-detail skills.
  • Ability to work across multiple businesses and collaborate effectively in cross-functional teams.
  • Working knowledge of Microsoft Word, Excel, Windows, and PowerPoint.
  • Ability to work from the New York office; potential travel may be required.

Culture & Benefits

  • Training and development opportunities and firmwide professional networks.
  • Benefits, wellness, and personal finance offerings.
  • Mindfulness programs and resources supporting professional and personal growth.
  • US benefits are generally available to active, non-temporary, full-time and part-time employees working at least 20 hours per week.
  • Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.

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