Sr. Relationship Manager - Wealth Management (Finance)

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

Salary: $200,000–$250,000 base salary annually, plus annual incentive.

Company

hirify.global is a global financial services firm providing wealth management, investor services, capital markets, and technology solutions through a partnership-based client management approach.

What you will do

• Manage complex relationships with high-net-worth clients holding at least $25 million in investable assets.
• Drive business development by building long-term strategies, sourcing prospects, and closing new business.
• Identify client investment objectives and needs, integrating estate and tax planning considerations.
• Develop client-specific investment plans, including asset allocation, and oversee investment execution and account rebalancing.
• Ensure the quality and accuracy of client reviews and prospective client presentation materials.
• Coach and mentor junior team members while acting as a trusted advisor and senior representative of BBH.

Requirements

• BA or BS degree.
• 15+ years of relevant portfolio management experience involving equities, bonds, or both.
• Excellent client service, oral and written communication, analytical, and thought leadership skills.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Experience engaging with private business owners and managing complex client accounts.
• Strong teamwork, professional judgment, work ethic, and adherence to investment, Know Your Customer, compliance, and documentation requirements.

Nice to have

• CFA, CFP, and/or MBA.

Culture & Benefits

• Partnership-oriented environment focused on long-term client and employee relationships.
• Healthcare, income protection, long-term savings, professional development, and time-off programs.
• Collaborative culture with active mentoring and opportunities to contribute beyond the daily role.
• Stable private partnership with ongoing investment in relationships, technology, products, and employee development.