Vice President (Asset & Wealth Management)

TL;DR

Vice President (Asset & Wealth Management): Managing relationships with premier family office clients and delivering specialized investment solutions with an accent on private markets, growth equity, and structured credit. Focus on coordinating cross-divisional efforts to source differentiated deal flow and driving business development initiatives within the Apex team.

Location: Must be based in Dallas, TX, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Cultivate and maintain deep relationships with the firm’s largest family office clients.
• Source and champion differentiated investment opportunities across private equity, venture capital, and real estate.
• Coordinate across Investment Banking, Asset Management, and Private Wealth Management to deliver holistic solutions.
• Communicate complex investment opportunities to sales teams and directly to clients.
• Spearhead business development initiatives, including product development and scalable solution creation.

Requirements

• Bachelor’s degree required.
• Minimum 5 years of relevant industry experience in investment banking, private equity, or structured credit.
• Proven history of commercial success and business development prowess.
• Strong analytical, organizational, and interpersonal skills.
• Ability to work in a fast-paced, entrepreneurial environment.
• SIE, Series 7, and 63 licenses preferred (to be obtained within 3 months).

Culture & Benefits

• Commitment to diversity, inclusion, and professional growth.
• Access to firmwide networks, training, and development opportunities.
• Comprehensive wellness, personal finance, and mindfulness programs.
• Supportive environment focused on client-centric innovation and technology.