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

Location: New York, NY, United States; onsite office role.

Salary: $85,000–$160,000 base per year, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm providing wealth management, financial planning, investment management, banking, and advisory services.

What you will do

• Act as a key relationship manager and primary point of contact for clients, including firm partners and senior executives.
• Partner with Private Wealth Advisors and internal teams to deliver comprehensive client service and operational support.
• Oversee asset movements, portfolio implementations, trading activity, and investment transaction reconciliation.
• Apply knowledge of organizational documents, estate planning, tax concepts, suitability, and risk tolerance.
• Introduce clients to reporting, digital, banking, and other firm offerings while identifying wealth advisory opportunities.
• Support fraud prevention and coordinate with middle- and back-office colleagues to maintain an effective client experience.

Requirements

• Bachelor’s degree required.
• 1–3 years of preferred experience in client service and/or the financial industry.
• Strong verbal and written communication, organizational, interpersonal, and client service skills.
• Ability to work autonomously and collaboratively in a fast-paced environment and think clearly under pressure.
• Interest in financial services and 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 development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance, and mindfulness programs.
• Competitive benefits generally available to eligible non-temporary full-time and part-time US employees working at least 20 hours per week.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.