Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Professional, Associate - New York (Private Wealth Management)

TL;DR

Wealth Management Professional, Associate (Private Wealth Management): Supporting comprehensive investment and wealth management services for hirify.global partners, senior executives, and related clients with an accent on client service, portfolio implementation, operational oversight, and risk management. Focus on managing asset movements, processing investment transactions, identifying advisory opportunities, and preventing fraudulent activity through detailed knowledge of client behavior.

Location: New York, NY, United States

Salary: $85,000–$160,000 base salary annually, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm serving institutional, corporate, and private clients.

What you will do

• Act as a key relationship manager and primary client contact for hirify.global partners, senior executives, and related stakeholders.
• Partner with Private Wealth Advisors and middle- and back-office colleagues to deliver a coordinated client experience.
• Oversee asset movements, portfolio implementations, trading transactions, reconciliations, and related operational processes.
• Introduce clients to reporting tools, digital capabilities, banking services, and other firm offerings.
• Identify opportunities for wealth advisory services while assessing client suitability and risk tolerance.
• Help detect and prevent fraudulent activity by applying knowledge of client behavior and account activity.

Requirements

• Bachelor’s degree.
• 1–3 years of experience in client service and/or the financial industry.
• Strong verbal and written communication, organizational, interpersonal, and problem-solving skills.
• Ability to work autonomously and collaboratively in a fast-paced environment while maintaining attention to detail.
• Strong interest in client service and financial services, with a high level of integrity.
• SIE, Series 7, and Series 63 licenses required; licenses must be obtained within three months of employment.

Culture & Benefits

• Training and professional development opportunities.
• Firmwide employee networks and diversity and inclusion initiatives.
• Benefits, wellness programs, personal finance offerings, and mindfulness programs.
• Competitive benefits are generally available to eligible US full-time and part-time employees working at least 20 hours per week.