Wealth Advisory - Relationship Manager (Fintech)

Location: Hybrid - Austin, Texas, United States

Company

hirify.global is a rapidly growing registered investment adviser combining expert advisors with technology to deliver tailored wealth management services.

What you will do

• Own day-to-day client relationships by managing touchpoints, tracking life events, and anticipating client needs.
• Act as the primary liaison between clients and the service team, escalating issues and following through to resolution.
• Maintain accurate client records, notes, and activity logs in the CRM.
• Coordinate client onboarding, account transitions, and service requests with operations.
• Prepare advisors for client meetings, capture notes, and manage post-meeting follow-up.
• Identify opportunities to deepen client relationships and expand share of wallet without business development or cold calling.

Requirements

• 2–5 years of experience in a client-facing support or relationship role at a wealth management or financial services firm.
• Experience managing high-touch relationships with high-net-worth individuals or families.
• Exceptional follow-through and professional communication skills.
• Strong organization, attention to detail, and ability to manage competing priorities.

Nice to have

• Series 65 or equivalent.
• CFP coursework.
• Experience at a wirehouse or large private wealth firm.
• Proficiency with Salesforce, Redtail, or a similar CRM.
• Familiarity with modern wealth technology platforms.

Culture & Benefits

• Collaborative, entrepreneurial environment at a fast-scaling fintech startup.
• Opportunity to chart an individual growth path as the company expands.
• Competitive compensation package.
• Full health benefits, 401(k) matching, and Roth IRA options.