Director, SPWS Business Development Officer (UHNW Wealth Management)

Location: Hybrid role based in New York, Chicago, Palm Beach Gardens, San Francisco, Los Angeles, Westlake, or Washington, D.C., United States

Salary: USD $200,000 per year, plus eligibility for sales incentive opportunities

Company

hirify.global provides investment and wealth management services, including personalized solutions for ultra-high-net-worth clients.

What you will do

• Drive new business growth through outbound prospecting, networking, qualification, and closing UHNW client relationships.
• Advise as a subject matter resource on SPWS offerings and ultra-high-net-worth client needs.
• Align clients with appropriate Schwab solutions and relationship structures across Private Wealth Services, Family Office, and Separate Account Network.
• Build partnerships with Wealth Consultants, Financial Consultants, and internal teams.
• Support growth through referrals, asset consolidation, and network development.
• Develop new UHNW opportunities and maintain a strong focus on business expansion.

Requirements

• 10+ years of UHNW or family office/business development experience.
• At least 2 years of prospecting and building UHNW relationships.
• Experience advising UHNW clients and family offices, including estate, tax, trusts, lending, and complex asset planning.
• Series 7 and Series 66 licenses.
• Bachelor’s degree in finance, economics, business, or a related field.
• Strong executive presence, communication, relationship-building, professionalism, and integrity.

Nice to have

• MBA, CFP, CFA, CPA/PFS, or JD.
• Experience with complex UHNW needs.
• Established network of centers of influence, such as CPAs and attorneys.

Culture & Benefits

• Hybrid work and flexibility with regular in-person collaboration.
• Competitive compensation and benefits.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, wellness, parental leave, and family-building benefits.
• Tuition reimbursement, paid volunteer time, career growth opportunities, and a 28-day sabbatical after five years for eligible positions.