AWM, Private Bank, Regional Lending Advisor, Associate/ Jr. Vice President (Wealth Management)

Location: Los Angeles, CA, United States; onsite office position

Salary: $75,000–$160,000 base salary annually, plus potential discretionary bonus

Company

hirify.global provides wealth management, private banking, lending, cash management, investment management, and financial planning services for high-net-worth clients, family offices, foundations, endowments, corporations, and consumers.

What you will do

• Support the Regional Lending Advisor platform by identifying, evaluating, and executing lending opportunities with wealth management coverage teams.
• Build relationships with Private Wealth Advisors, Regional Lending Advisors, underwriting teams, and risk and control partners.
• Prepare preliminary analyses, client and advisor materials, transaction summaries, credit memos, and financial analyses.
• Participate in prospect and client meetings, gather documentation, coordinate diligence, and track approvals and closing deliverables.
• Monitor assigned portfolios, identify risk indicators, escalate at-risk or default situations, and support ongoing risk management.
• Ensure compliance with credit, regulatory, and control procedures.

Requirements

• At least 5 years of experience in lending, credit analysis, commercial banking, private banking, wealth management, structured finance, or related financial services.
• Working knowledge of ultra-high-net-worth lending, credit analysis, and client service.
• Ability to analyze financial statements, collateral, and credit requests with strong attention to detail and judgment.
• Excellent oral and written communication, organization, prioritization, and collaboration skills.
• Series 7, Series 63, and SIE licenses, or the ability to obtain them within 4 months of joining.

Nice to have

• Experience with commercial real estate financing, securities-based lending, structured lending, private equity, or other asset classes.
• Completion of a formal credit training program or progress toward completion.

Culture & Benefits

• Employee position with hirify.global Bank USA.
• Benefits and wellness offerings are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Opportunity to develop lending expertise within a dynamic wealth management and private banking business.