Senior Relationship Manager (Wealth Management)

Location: Dallas, TX; TX - 2121 N. Pearl Street. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. Candidates must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Salary: $200,000–$275,000 annually for the Dallas, TX market, based on experience, qualifications, and location. Eligibility for incentive compensation and a discretionary bonus may apply.

Company

hirify.global is a relationship-oriented bank providing investment, wealth advisory, and financial services to high-net-worth clients.

What you will do

• Manage a portfolio of high-net-worth client relationships to support retention, revenue growth, and alignment with investment objectives and organizational policies.
• Acquire new clients with complex financial needs through targeted business development, networking, community involvement, and collaboration with Business Development Officers.
• Drive revenue and profitability, control expenses, monitor performance, and take corrective action when needed.
• Provide investment and wealth advisory services and deliver professional, timely, and tailored client solutions.
• Participate in client-focused events and build strong internal partnerships to strengthen relationships and business development.
• Implement and maintain effective operational, regulatory, and compliance risk controls.

Requirements

• Bachelor’s degree and/or an advanced certification such as MBA, CFA, CPA, CFP, or JD.
• 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Proven experience managing high-net-worth client relationships.
• Comprehensive knowledge of investment products and strategies for sophisticated high-net-worth clients.
• Expertise in investment and wealth advisory services.
• Strong financial analysis, financial acumen, relationship management, negotiation, influencing, writing, and presentation skills.
• Ability to make persuasive recommendations tailored to client needs and present to small or large groups.
• Professionalism, sound judgment, client focus, collaboration, and a thorough understanding of operational, regulatory, and compliance requirements.
• Values of trust, teamwork, and accountability.

Culture & Benefits

• Inclusive environment focused on belonging, accessibility, trust, teamwork, and accountability.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid time off, including sick leave, parental leave, vacation, and holidays.
• 401(k), banking benefits, incentive pay, wellbeing support, and recognition programs.
• Purpose Day, a paid day off for personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests such as simulation or MS Office assessments.
• Accommodation is available during the candidate experience upon request.