Relationship Manager - Private Wealth

Location: Milwaukee, WI; job location at 743 N Water St. 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.

Salary: $160,000–$215,000 annually for the Milwaukee market, based on experience, qualifications, and location. Incentive compensation and a discretionary bonus may also apply.

Company

hirify.global is a relationship-oriented bank providing financial, investment, and wealth management services.

What you will do

• Manage a high-net-worth client portfolio to support retention, business growth, investment objectives, and organizational policies.
• Acquire new high-net-worth clients with complex financial needs through targeted business development, networking, community involvement, and collaboration with Business Development Officers.
• Drive revenue and profitability by achieving goals, controlling expenses, monitoring performance, and taking corrective action.
• Provide investment and wealth advisory services and deliver professional, timely, and high-quality client service.
• Participate in client-focused events and build strong internal partnerships.
• Maintain effective operational, regulatory, compliance, and risk controls.

Requirements

• Bachelor’s degree and/or advanced certification such as an MBA, CFA, CPA, CFP, or JD.
• 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Comprehensive understanding of investment products and strategies for sophisticated high-net-worth clients.
• Strong financial analysis, relationship-building, persuasive recommendation, negotiation, and influencing skills.
• Ability to present to small and large groups and write professional proposals and presentations.
• Professionalism, sound judgment, client-service orientation, and understanding of operational, regulatory, and compliance requirements.
• Commitment to trust, teamwork, and accountability.
• Visa sponsorship is not available; valid work or study authorization is required where applicable.

Culture & Benefits

• Inclusive environment focused on belonging, accessibility, trust, teamwork, and accountability.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick, parental, and vacation leave, holidays, wellbeing support, and banking benefits.
• Competitive salary, incentive pay, 401(k), and additional team-member perks.
• Recognition programs and a paid Purpose Day for growth and development.

Hiring process

• The application process may include an attribute-based assessment and skills tests such as simulation, coding, or Microsoft Office exercises.
• Candidate accommodations are available during the application process.