Business Development Professional (Private Wealth Management)

TL;DR

Business Development Professional (Private Wealth Management): Supporting Private Wealth Advisors to drive new business generation and manage existing client relationships with an accent on client portfolio analysis, strategic/tactical asset allocation, and portfolio risk/return monitoring. Focus on building sustained outreach systems, coordinating client meetings, and using Salesforce for client relationship management.

Location: Washington, DC, United States

Salary: USD 75,000 - 160,000

Company

hirify.global is a global investment banking, securities, and investment management firm.

What you will do

• Work with Private Wealth Advisors to support existing client relationships and generate new business
• Conduct client-facing analyses across strategic and tactical asset allocation and portfolio risk/return
• Monitor macroeconomic trends and internal research publications for potential impact on client portfolios
• Drive growth for the PWM team across wallet share and new business
• Develop a sustained outreach system covering marketing presentations, investment materials, research publications, and client events
• Manage client relationship management in Salesforce and coordinate prospective client meetings and follow-up

Requirements

• 3+ years of related financial services experience
• Strong interest in financial markets and good investment sense/commercial instinct
• Excellent verbal and written communication skills and ability to build and foster a strong network of relationships
• Strong project management and organizational skills; ability to multi-task in a fast-paced environment
• Ability to obtain SIE, Series 3, 7, and 63 within three months of employment
• Must be able to work in Washington, DC

Culture & Benefits

• Advisor-led wealth management environment focused on client outcomes
• Training and development opportunities and firmwide networks
• Benefits, wellness, and personal finance offerings
• Reasonable accommodations available during the recruiting process