Relationship Manager - Private Wealth

Location: Milwaukee, WI; legal eligibility to work at the specified location is required. The proportion of on-site and remote work will be discussed during the interview.

Salary: $160,000–$215,000 per year, based on experience, qualifications, and location. Additional incentive compensation may apply.

Company

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

What you will do

• Manage a portfolio of high-net-worth client relationships to support retention, growth, and alignment with investment objectives.
• 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 actions when needed.
• Provide investment and wealth advisory services and tailored recommendations to high-net-worth clients.
• Participate in client-focused events and build strong internal partnerships for timely, professional service.
• Maintain operational, regulatory, and compliance risk controls.

Requirements

• Bachelor’s degree and/or 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.
• Comprehensive knowledge of investment products and strategies for sophisticated high-net-worth clients.
• Strong financial analysis, relationship-building, presentation, writing, negotiation, and influencing skills.
• Professional judgment and a thorough understanding of operational, regulatory, and compliance requirements.
• Visa sponsorship is not available; legal eligibility to work in the United States location is required.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a recognition program.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid time off, including sick leave, parental leave, vacation, and holidays.
• 401(k), wellbeing support, and professional growth opportunities.
• Inclusive work environment focused on trust, teamwork, accountability, and accessible candidate experiences.

Hiring process

• An attribute-based assessment and additional skills tests may be required.
• Interview discussions will cover the role’s on-site and remote work arrangement.