Sr. Relationship Manager - Private Wealth Management

Location: New York, NY; physical office presence is expected when not traveling for business.

Base salary: $200,000–$250,000 plus annual incentive.

Company

hirify.global is a global financial services firm providing private wealth management, investor services, capital partnerships, technology solutions, and specialist client expertise.

What you will do

• Serve as the primary relationship manager for high-net-worth clients with at least $25 million in investable assets.
• Manage complex client accounts, identify strategic investment objectives, and integrate estate and tax planning.
• Develop, source, and close new business while implementing long-term business development strategies with the BBH team.
• Oversee investment alignment, asset allocation planning, account reviews, rebalancing, and the quality of client and prospective-client materials.
• Manage investment risk and compliance, including Investment Policy Statements, Know Your Customer requirements, documentation, and escalation of high-level risks.
• Coach, train, and mentor junior team members while serving clients as a trusted BBH advisor.

Requirements

• BA or BS degree required.
• 15+ years of relevant portfolio management experience involving equities, bonds, or both.
• Excellent client service skills and superior oral and written communication, analytical, and thought leadership skills.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Familiarity and comfort engaging with private business owners.
• Strong teamwork and work ethic.
• Experience sourcing and closing new business, managing complex accounts, and working effectively with colleagues.

Nice to have

• CFA, CFP, and/or MBA.

Culture & Benefits

• Partnership-oriented environment with a focus on long-term client and employee relationships.
• Benefits include long-term savings, healthcare, income protection, professional development, and paid time off.
• Compensation includes base salary, annual incentive, discretionary bonuses, and profit-sharing.
• Collaborative culture with mentoring, collective problem-solving, and opportunities to contribute beyond the daily role.
• Stable private-partnership structure with ongoing investment in relationships, technology, products, and employee development.